Managing Expense Entries

Modified on Mon, 18 Sep 2023 at 11:15 AM

You can record your Expenses throughout the year, then run the Expenses report by date for use in your Tax preparation. Often you do not need any other accounting software.

Tip: Record all expenses that you report on your taxes and use a consistent name for recurring expenses. You can Add, Edit, Delete and download Expenses from the Expense Report.


TABLE OF CONTENTS


How Do I Add a New Expense?

Navigation: Reports > Expenses 


  • Select "+ New Expense."

Add a new expense onto the expenses report in dog daycare software


  • Enter a date for the Expense.
  • In "Details", enter a description of the Expense.
  • In "Tax", enter the full amount you are able to claim as an Expense.
  • In "Gross", enter the full amount of the payment.
  • Click "Add Expense" at the top of the page to record the expense.

Add a new expense to the expenses report in dog walking softwareeport


New expense added to the expenses report in dog walking software


How Do I Edit or Delete an Expense on the Expense Report?

Navigation: Reports > Expenses


  • Click on the Blue Date of the Expense to Edit.

Edit an expense in your pet sitting software


  • Make Edits, click "Update" to save
  • OR Click "Delete" to remove the expense.

Delete an expense in your pet sitting software


How Do I download a New Expense?

Navigation: Reports > Expenses


  • Create your expenses report as detailed above.
  • Click on "CSV" to download a copy onto your laptop/pc/MAC.

Download a copy of the expenses report on pet sitting software


  • You can now edit your expenses in a spreadsheet format and/or upload to a accountancy software.

Edit and download expenses report in pet homeboarding software


Expenses Report Explained:			
  • Date: Date the Expense was incurred.
  • Details: Description of the Expense.
  • Net: The difference between the Gross and Tax Expense amount entered. 
  • Tax: Total Tax Expense eligible. 
  • Gross: Total expense. May include an amount that is not eligible as an expense. 

Note: Net + Tax = Gross

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article