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How to add or edit an expense?
How to add or edit an expense?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over 10 months ago

Expenses are expenses related to the administration of the organization to keep the structure functioning.

To create a new recipe:

  1. Access the admin panel with admin or finance admin access

  2. In the left side menu, locate the "Financial" option, click on "Expenses"

  3. In the top right corner of the expense listing, click "New"

  4. Fill in the required fields (amount, payment date and description). It is also possible to inform the posting date, category (or subcategory), cost center, bank account, payment method and observation. Finish with "Save"

The added expense will appear in the list along with all other expenses already registered in the system.

Expenses can be edited if needed. For that:

  1. On the right side of the expense list, click on the edit option (pencil) and select and make any changes you need


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