How do I keep track of business expenses?
Send the bill or receipt to Mei on WhatsApp, check what she read and reply 1, and it is recorded as an expense or supplier bill. If you already keep expenses in a spreadsheet, import the file instead of typing it again.
From a photo
Take a photo of the bill, send it to Mei, check the supplier, date and total, and reply 1.
From a spreadsheet
In Boss, go to Payments and import an Excel or CSV list. The first time, you say which column is the date, amount, supplier and category, then check the preview and confirm. Importing the same file again adds nothing twice.
Money you take for yourself
Tell Mei “I took RM500 for myself”. It is recorded as owner drawings, not a business expense, so your profit stays right.
Where you see it
Expenses go into the profit and loss, so “how much did I make this month” already counts them.
Questions bosses ask
Can staff send their claims?
Yes. Staff send a claim with a receipt photo on their phone and you approve it in Approvals.
Updated · Lucco Technology
