The Spending Private module is designed for owner drawings, personal expenses, and petty cash that sit outside normal operating costs. Every entry is timestamped, categorised, and attributed to the relevant person. This separation ensures your profit-and-loss statements accurately reflect actual business performance and makes it straightforward for your accountant to identify drawings versus legitimate operational costs at year-end.
Kako deluje
01
Navigate to Finance then Spending then Private and click Add New Expense.
02
Enter the amount, transaction date, expense category, and a clear description.
03
Assign the entry to the relevant staff member or owner for attribution purposes.
04
Attach a photo of the receipt using your device camera or file upload for record-keeping.
05
The entry appears in the Private Spending Report and is clearly separated from operational cost reports.
Ključne značilnosti
Owner drawing logging
Private expense categories
Receipt image attachment
Staff and owner attribution
Petty cash tracking
Private spending reports
Date range filtering
Full audit trail
Strokovni nasveti
Categorise private spending consistently every month so your accountant can separate drawings cleanly at year-end.
Photograph receipts immediately on the spot using your phone — it takes seconds and prevents lost documentation.
Review private spending against your personal budget monthly to maintain an accurate picture of profitability.
Add descriptive notes to any unusual entries so their purpose is clear when reviewed six months later.
Feature Illustration
Spending Private
Feature illustration