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Jan 21, 2014

Managing Expenses in UnitWise



In the Accounts section of UnitWise, you can manage all of your Incomes and Expenses in one place!



To add a New Expense account, just go to the Chart of Accounts page under Accounts.

Then go to "Add New Account". From Here choose the type of account. In this case I will choose Expense. Now you can Enter a name and description for the new account. When you are finished click save.



Now whenever you are adding expenses, this new expense will be listed as well.



To add expenses in the Accounts section of UnitWise, all you need to do is go to Expenses, under the Accounts Tab. From here, you can select "Add Expense" or "Bulk Add Expense" to easily add multiple line items from one page. With this Form you can begin by selecting an expense account and what type of payment was made.

You can then select the pay from account and add a reference number, as well as who it was paid to. If the payee is not already on your list, you can quickly add them by selecting "Add Payee". On this form you can enter some basic information about who the money is going to. In the memo area, you can jot down any important notes about this transaction.

If you would like to add an attachment, such as a receipt, you can do that from here as well by clicking on browse in the attachment area.

When you are finished, you can click save or Save and Add New to add another expense.

If you have any questions about managing your Expenses in UnitWise, please contact heroes at 704-234-6006 or at heroes@unitwise.com.

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