When you get paid for work or receive payment for items or products that you sell, it all goes towards your income. Recording income is as simple as recording an expense, and vice versa.
Expense screen grand tour
You access the Expense screen by hitting the MINUS icon from the home screen.
Recording your expenses
- Hit the MINUS symbol
- Upload or attach an expense (see below)
- Fill in the blanks
- Hit TICK to save and you’re done
Which category to choose
Use the Hold for Help function on any of the categories to help choose the appropriate one for your type of expense.
Make sure to make use of the Smart categories. They'll help you get the best possible claim for a typical type of expense.
The smart categories are as follows:
- Mileage rate
- Internet & phone
- Home Office
- Business premises
Attaching your expenses
There are a couple of quick ways to attach an invoice:
- Snap a photo
- Attach from third-party cloud storage
To connect to your cloud storage using the attach symbol, you must first have the app downloaded on your phone and be logged in to access it. If you cant see it in the list, try hitting more and switching it on.
Pro tip: If you create your invoice on your computer, save them in a folder dedicated to your invoices within your chosen cloud storage. That way you can easily locate and attach them via the attachment icon in the income screen.
The bottom navigation
The bottom navigation explained.
View, edit or delete any previous transactions
Pro tip: Head to the Receipt drawer (swipe right in Expense Screen) to make any changes to your recurring expenses.
Save yourself the trouble of recording regular expenses by setting them to automatically recur. You can choose how often they recur and for how long.