Creating and Managing Expenses

Learn how to efficiently record business expenses and attach supporting receipts within the Squeegee app. This guide walks you through categorising transactions, selecting payment accounts, and managing your financial documentation for accurate bookkeeping.

Squeegee Team
20 steps
2 minutes

Sqgee

Creating Expenses

Head to the 'Expenses' section to view all existing expenses in your account.

To add a new expense, click the bottom right pink three dots to 'Add An Expense'. If you use the bank reconciliation feature, you will also see the option to sync from your bank to record an expense that way. You can find further guidance on this below. <https://scribehow.com/viewer/Bank_Reconciliation_Syncing_Transactions_Reconciling_Payments_Expenses_and_Detaching_Records__U_G16CCqRpeIiPvl4sfDwA>

In the 'New Expense' form, you can first change the date of the expense record. Simply click into the 'Date' field and select your desired date, before clicking 'SELECT' to confirm your date selection.

You can then choose whether the expense is paid or unpaid.

You can choose a Supplier for the expense and select from the drop down menu to select from your pre-existing Suppliers.

You can then choose the 'Paid Date' field to choose the date on which the expense was paid. Simply choose the desired date and click 'SELECT' to confirm your choice.

Next, you can click the 'Payment Account' field to select from the drop down menu if you want to allocate the expense to a payment account.

Enter a description of the expense in the 'Description' field.

Then, click the 'Reference' field to add your expense reference.

You can also click the 'Category' field to add the desired expense category. You'll be shown a list of existing expense categories. You can select from the list, or add a new one in the text field before clicking '+' to add it. To confirm, you can click 'DONE'.

Next up is the 'Amount' field, where you will enter the value of the expense.

You will then be able to override whether tax is enabled or disable on this expense, along with the option to override the tax rate. You can see the calculated tax summary underneath.

Next up will include guidance on how to add an attachment to your expense. Please note that this is only available on **Advanced** and above subscriptions.

If you want to add an attachment to the expense, you can do this during creation with the 'EXPENSE ATTACHMENTS' option.

If you click the bottom right three dots, you will see the option to upload a file, or select from existing attachments within your account. Once you have selected your file, you can click 'DONE'.

Click the back arrow to opt out of the attachment selection.

You will see that your attachment/s have been added below.

Finally, click 'SAVE' on the expense to add it.

Viewing & Editing Expenses

In the Expenses section, you will be able to view all expenses on your account. You can click into them to view more details.

If you need to edit an expense, simply click the top right three dots to 'Edit Expense'.

In the Reporting section, you can also find a report entitled 'Expenses by Date Range' which will allow you to view all expenses within a selected date range.

Creating and Managing Expenses

Squeegee Team
20 steps
2 minutes