Record an expense

On the Expenses page you record what your business spends, such as rent, salaries and utility bills, and compare it with the money you collected.

Watch how it is done

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Steps

1. Open Expenses and select Add expense.
2. If you have more than one branch, choose the Branch the expense belongs to, or Whole business.
3. Set the Date you paid, today or earlier, and the Amount, including any VAT.
4. Choose a Category.
5. Add a Description and choose Paid with if you want them on record; both are optional.
6. To keep a receipt, select Attach a photo or PDF and choose the file.
7. Select Save.

Once the expense is saved

razza gives it a number, such as EX-000012, and counts it in the totals for its date.

Each expense can have up to 3 receipts: JPG or PNG photos up to 15 MB, or PDFs up to 5 MB. razza uploads them after saving the expense. If one does not upload, razza tells you the expense was saved: open it, attach the receipt again and select Save.

A branch or the whole business?

If your business has more than one branch, the expense form asks for a Branch. Choose a branch for a cost of that branch, such as its rent, or Whole business for a cost all branches share, such as your accountant. Only the owner can choose Whole business; a team member records expenses for their own branch only. Whole-business expenses show when All Branches is chosen at the top, not under a single branch.

Edit or delete an expense

Select the expense in the list, change what you need, and select Save.

To delete it, select Delete and confirm. razza removes it from your expenses and totals, along with its receipts, and you cannot undo this. To remove one receipt only, select the bin icon beside it and confirm.

Who can record expenses

As the owner, you can record any expense. A team member needs Can manage expenses, and only the owner can give it, in team permissions, because expenses can include salaries. With it, a team member records, edits and deletes the expenses of their own branch, and sees all of them, including the ones you record there, but not whole-business expenses.

If Expenses is not in the menu

It appears in the side menu for the owner and for team members with Can manage expenses. If you do not have that permission, ask the owner for it. If the owner does not see it either, ask razza to switch it on for your business. Then sign out and back in to see it in your menu.