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Knowledge baseBusiness operationsRecord a business expense
Business operations

IN THIS TOPIC

Record a business expenseAdd a vendorSet up a delivery zoneCreate a business branch
Guide1 min readWeb dashboard

Record a business expense

Capture a cost with its category, vendor and payment status.

Who this guide is for

Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.

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Before you beginStep by stepWhat happens nextHelpful to know

Before you begin

  • Have the expense description, amount and payment status ready.
  • You need permission to manage expenses.

Step by step

  1. Open Operations → Expenses and open the add-expense form.
  2. Enter a Description and choose the Category.
  3. Choose the Vendor where applicable and complete the other relevant fields.
  4. Enter Amount and Payment Status, then submit.
  5. Find the expense in the list and check the saved information.

What happens next

The expense is recorded for review in your business workspace.

Helpful to know

  • Choose the actual payment status; an expense record does not itself prove a supplier has been paid.
  • Check for an existing record before entering the same expense again.
Still need a hand?

Tell us what you were trying to do and where you got stuck.

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Add a vendor

Save supplier contact and address information.

Why can't I see a module or action?

Check the account, business type, plan and staff permissions.

ON THIS PAGE

Before you beginStep by stepWhat happens nextHelpful to know
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