Expenses & Income
Track day-to-day business spending and non-invoice income separately from your invoicing workflow.
Requires the MoneyPro add-on.
Expenses
Expenses cover business costs that don't go through the purchase order / bill workflow — e.g. office supplies, travel, subscriptions.
Adding an expense
- Go to MoneyPro → Expenses.
- Click + New Expense.
- Fill in: Date, Amount, Category, and optionally a Description.
- Attach a receipt or document if needed.
- Click Save.
Expense fields
| Field | Description |
|---|---|
| Date | Date the expense was incurred |
| Amount | Expense amount |
| Currency | Currency of the expense |
| Category | Expense category (e.g. Travel, Office, Marketing) |
| Description | Additional detail or memo |
| Vendor / Contact | Supplier this expense relates to |
| Payment Mode | How the expense was paid |
| Documents | Attached receipts or files |
Expense categories
Create custom categories to organise your expenses for reporting:
- Go to Settings → MoneyPro → Expense Categories (or from the Expenses list → Manage Categories).
- Click + New Category.
- Enter a category name and save.
Income
Income covers money received that isn't tied to a customer invoice — e.g. interest, grants, asset sales.
Adding an income entry
- Go to MoneyPro → Income.
- Click + New Income.
- Fill in: Date, Amount, Category, and optionally a Description.
- Click Save.
Income categories
Configure income categories the same way as expense categories under Settings → MoneyPro → Income Categories.
Filtering
Filter expenses and income by:
- Date range
- Category
- Amount range
- Payment mode
Payments received & payments made
For payments directly linked to invoices or bills:
| Type | Where |
|---|---|
| Payments Received | MoneyPro → Payments Received — payments applied to customer invoices |
| Payments Made | MoneyPro → Payments Made — payments applied to vendor bills |
These are separate from standalone expenses/income and maintain a link back to the source document.
Payment accounts
Payments are tracked against Payment Accounts (e.g. Main Bank Account, Petty Cash). Configure accounts under Settings → MoneyPro → Payment Accounts.
Payment modes
Payment modes describe how money moves (e.g. Bank Transfer, Cash, Cheque, Card). Configure under Settings → MoneyPro → Payment Modes.
Tips
- Attach a scanned receipt to each expense for audit trail purposes.
- Use Expense Categories consistently so your financial reports segment correctly.
- For recurring expenses (e.g. monthly subscriptions), note the amount in the description — recurring expense automation can be set up via Automations.