Before you start
You need expense access and the supporting document. Know the subtotal, tax amount, category and payment source if already paid.
Follow these steps
- Open Expenses and choose the creation action.
- Select the available category and enter the expense date and reference.
- Add the project if this is genuinely a project cost.
- Enter subtotal and tax, then choose Pending or Paid.
- If Paid, review the required bank account before saving.
Check the result
The record shows the submitted details and its workflow state. Approval requirements can affect the next available step.
If you get stuck
A missing category, amount or bank selection can stop the form. If approval is pending, use the approval process rather than submitting another paid expense.
One thing to remember
Saving or marking an expense paid can affect ledger and bank records. A software tax-credit checkbox is not evidence that the expense legally qualifies.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.