Expenses — SOP
How this module works — Generated 26 Sep 2026
Track business spending — quick-add with automatic category/GST suggestions, budget tracking, vendor breakdown, GST ITC, recurring charges, and client-linked profitability.
Sections
➕ Overview
This month/last month/top category/all-time KPIs, plus the full searchable, filterable expense list.
💰 Budget & Vendors
Monthly budget vs actual per category, and your top vendors by spend.
📊 Trends & GST
Category breakdown, 6-month spend trend, and GST ITC claimable + filing summary.
🔄 Recurring
Auto-repeating charges (rent, subscriptions) — set once, generated automatically on schedule.
💼 Clients
Expenses linked to a client, with revenue and net profit per client.
Step-by-Step Workflow
1
Click 'Add Expense' at the top any time — category and GST-eligibility are suggested automatically as you type the title.
2
Check Budget & Vendors to see how this month is tracking against what you've set.
3
Trends & GST for the bigger picture — spend over time and what's claimable as GST ITC.
4
Set up Recurring for anything that repeats on its own from then on.
Connections
🔗 AI CFO
Every expense category, this month's spend, and P&L costs are read live from here by AI CFO — nothing to re-enter or keep in sync on that side.
🔗 Bank
Picking a bank account on an expense auto-creates a matching debit transaction in Bank — the ledger and this list can never drift apart.
🔗 Salary
Marking a salary paid there auto-creates a matching expense row here (category Salary) — payroll spend shows up the same day it's paid, no manual double-entry.
🔗 Vendor Payments
Same auto-create-expense behavior as Salary — a vendor payment marked paid there becomes a real expense here automatically.
🔗 Leads
Linking an expense to a client here (a Lead) is what powers the Clients tab's per-client spend and profitability view.
🔗 Invoice
The Clients tab's Revenue and Net Profit columns read that client's paid invoices live from Invoice — always current, never a manually-typed figure.