Managing Expenses

Expenses Page Overview

The Finance > Expenses page lets you record and manage your shop's operating costs. Expenses are deducted from your total revenue to calculate net income on the Finance dashboard. You can organise expenses by category and filter them to review costs by type.

Category Summary

At the top of the Expenses page, coloured pills show a total amount for each expense category that has at least one entry. Click any category pill to filter the table to that category only. This gives you a quick view of how your costs are distributed.

• Rent — lease and property costs
• Utilities — electricity, internet, water, and similar bills
• Supplies — consumables, packaging, cleaning products
• Shipping — courier and freight costs
• Marketing — advertising, promotions, and marketing tools
• Salaries — staff wages and contractor payments
• Other — any expense that doesn't fit the above categories

Adding an Expense

Create a new expense from the Expenses page.

1. 1Go to Finance > Expenses from the sidebar.
2. 2Click the 'Add Expense' button in the top-right corner.
3. 3Select the expense category from the dropdown.
4. 4Enter a description (e.g., 'October rent payment' or 'Replacement soldering iron').
5. 5Enter the amount in your shop's currency.
6. 6Optionally set the date (defaults to today) and assign a branch.
7. 7Optionally add a receipt URL as a reference link.
8. 8Click Save to record the expense.

Editing and Deleting Expenses

Admins and Managers can edit any expense by clicking the edit icon in the Actions column. Update any field and save. Only Admins can delete expenses — click the delete icon in the Actions column and confirm. Deleting an expense is permanent and will update your net income figures immediately.

Branch Assignment

Expenses can be assigned to a specific branch when your shop has multiple locations. This allows managers at each branch to track their own operating costs independently. Leave the branch field empty to record a shared or company-wide expense not tied to a specific location.