How do I record other expenses?

Recording expenses allows you to calculate the profitability of your program.

Adding an expense

1. Navigate to Accounting->Expenses.
2. The Expenses page will be displayed. Click the New Expense button on the right side of the page.
3. The New Expense page will be displayed. Select the type of expense from the Type drop down list. This field is mandatory. The available options are Shipping, Supplies, and Inventory Adjustments. To add additional options, contact support.
4. Enter the expense amount in the Amount text entry box.
5. Enter or select the date of the expense in the Date field.
6. Enter any description related to the expense in the Notes text entry box.
7. Click the Add button.

Editing an expense

1. On the Expenses page, locate the expense you wish to edit. You can filter the list by Type and Date Range, or use the Search... box to find a specific expense.
2. Click the Edit link in that expense's row.
3. The Update Expense page will be displayed. You can edit the Type, Amount, Date, and Notes in the respective fields.
4. Click the Save button to save the changes, or click the Cancel button to exit without saving.

Deleting an expense

1. On the Expenses page, locate the expense you wish to delete. You can filter the list by Type and Date Range, or use the Search... box to find a specific expense.
2. Click the Delete link in that expense's row.
3. A confirmation dialog will be displayed. Click the 'Yes, Delete' button to confirm, or click the Cancel button to exit without deleting.