How to Manage Expenses in Bolder Invoice

Step 1: Access the Expenses Section

1. From the dashboard, navigate to the Expenses tab located in the left-hand sidebar.

2. This will open the Expenses screen, where you can see a list of your current and past expenses, including details like category, date, and amount.

Step 2: Add a New Expense

1. Click the Add Expense button located at the top right of the screen to create a new expense.

2. A pop-up window will appear with fields for the expense details.

Step 3: Fill in Expense Details

1. In the Add Expense window, you will be required to fill in key information:

   • Expense category: Choose the category for your expense (e.g., office supplies, travel, etc.).

   • Date: Input the date the expense occurred.

   • Amount: Enter the total amount for the expense.

   • Description: Optionally, add a short description to help you remember the purpose of the expense.

   • File Upload: If necessary, you can upload a receipt or other file related to the expense.

2. Once the details are completed, click Submit to save the expense.

Step 4: Upload a Receipt or Document

1. If you have a receipt for the expense, click the Upload File button in the pop-up window.

2. Drag and drop your receipt file or click to upload it manually. Accepted formats include PDF, JPEG, PNG, and more.

3. The uploaded file will be linked to the expense for easy reference.

Step 5: Save and View the Expense

1. After uploading the necessary documents and confirming all details, click the Submit & Save button.

2. The new expense will be added to your list of expenses. You can now see it alongside other transactions in the Expenses list, where it’s easy to track and manage.

Step 6: Manage Your Expenses

1. In the Expenses tab, you can view and manage your expenses easily.

2. You can sort by date, category, or amount, and make changes or updates to any recorded expenses.