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

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