Zudo Works

How to record an expense

Record money spent straight from a bank, cash or card account — rent, electricity, repairs.

  1. In the sidebar, under Accounting & Finance, click Expenses. The Record expense form opens.
  2. Check the Date and type the Amount (before tax).
  3. Pick the Expense account (what it was for) and Paid through (the bank, cash or card account the money left).
  4. Add Tax rate % if tax was charged (Total shows the amount with tax), and optionally the vendor in Vendor, a Reference (receipt number) and Notes. Tick Billable to a customer and pick the customer to re-invoice it later.
  5. Press Save.
  6. "Expense recorded" appears and the expense is listed in Expenses.
Step 5 — the Record expense form with the amount, Paid through and Save
Step 5 — the Record expense form with the amount, Paid through and Save
Step 6 — the recorded expense in the Expenses list
Step 6 — the recorded expense in the Expenses list

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