How do I track expenses in Freshbooks?

Tracking expenses in Freshbooks is a straightforward process that helps users maintain a clear view of their financial activities. First, users can log into their Freshbooks account and navigate to the "Expenses" section. In this area, they have the option to either add a new expense manually or upload a receipt using the mobile app or the web portal. When adding an expense, users should input relevant details such as the amount, category, and the date of the expense. Each expense can also be linked to a specific client or project if needed, which can aid in better tracking and reporting for specific jobs. Additionally, Freshbooks allows users to categorize their expenses, making it easier to generate reports later on. Users can create categories that fit their business activities, such as travel, office supplies, or software subscriptions. Once expenses are recorded, they can be reviewed by generating reports that summarize spending over specific periods. This can assist users in understanding their financial position more clearly and making informed decisions about their finances. For more detailed information on this process, users might find it helpful to refer to the Freshbooks website for guidance on tracking expenses effectively within the platform.