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Record a spend and post it straight to the books

Use this for money going out that has no supplier bill behind it — fuel, a repair, a small purchase. Money spent, coded to an account so it lands in the right place in your books.

You need

• accounting.expenses.read
• accounting.expenses.create

Steps

1. Open Expenses and press New expense.
2. Set the Date and name the Supplier it went to, where there is one.
3. Write what it was in Description. It is not optional, and the reason is worth reading: Say what the money was spent on. An expense with no description is a number nobody can audit.
4. Enter the Amount and choose the Account it should land on. Leave empty to use the purchases expense account from Accounting settings.
5. Press Record expense. Recording is final: the expense posts to your ledger the moment it is saved. A wrong one is corrected by reversing its journal entry on the Journal screen.

A spend with no account chosen and no default set has nowhere to go: No expense account was chosen and no default is set, so this spend has nowhere to land. Choose an account, or set the purchases expense account in Accounting settings.

Related

• Post a journal entry, and reverse one
• Add an account for the books to post to
• Enter a bill a supplier has sent you