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Expenses

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Overview

Expense Dashboard

Get a bird's-eye view of everything your business has spent — no digging through files or spreadsheets.

What you can do here

  • See Total Amount, Total Invoices, Paid Amount and Unpaid Amount at a glance
  • Filter the list by status using the All dropdown (Paid, Unpaid, Draft)
  • Switch between list view and grid view instantly
  • Search any invoice by supplier, invoice number, or keyword
  • Export the entire expense list in one click (CSV / Excel)
  • Jump straight into creating a new expense from the top-right button
What you can do here
The Expense dashboard — totals, filters, and every recorded expense in one list.

Dashboard capabilities

Live totals

Total, paid, and unpaid amounts recalculate the moment a new expense is added.

Sort & filter

Sort by supplier, date, or amount; filter by paid/unpaid status.

Export

Download your expense register for accountants or audits.

Quick search

Find any invoice by number, supplier name, or amount.

Tip

Use the grid view when reconciling receipts visually — each card shows the supplier logo/initial, making it faster to spot mismatches.

Frequently asked

Can I see unpaid expenses only?+

Yes — use the 'All' dropdown at the top of the list and switch it to 'Unpaid' to filter instantly.

Does the dashboard update in real time?+

Yes, totals and the invoice list refresh as soon as an expense is created, edited, or its payment status changes.

Can I export just a date range?+

Filter the list to your date range first, then use the export icon — the export respects whatever filters are currently applied.

Related features

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