Record Business Expenses

Keep track of every dollar your business spends.

Creating an Expense

1. Go to Expenses from the sidebar
2. Click New Expense
3. Fill in:
   • Amount and Currency (AUD by default, supports other currencies)
   • Category: General, Office, Travel, Supplies, Utilities, Marketing, Software, Insurance, Professional, Vehicle, Meals, or Other
   • Date: when the expense was incurred
   • Vendor: who you paid
   • Description: what the expense was for
   • Payment Method: cash, card, bank transfer, etc.
   • GST/Tax Amount: the tax component (if taxable)
   • Exchange Rate: auto-suggested for foreign currencies
   • Taxable: toggle on if GST was charged
4. Click Save

View Modes

Switch between two views:

• List View: traditional table with filters
• Worksheet View: spreadsheet-style inline editing for fast data entry

Filtering

Filter expenses by:

• Status: Pending, Approved, Paid
• Category: any of the 12 categories
• Date range

Multi-Currency

For overseas purchases, select the currency and enter the exchange rate. OneBookPlus calculates the AUD equivalent automatically.