<!-- https://nuforce360.com/help/business-manager/expenses -->
# Expenses

Help article for the /billing/expenses Expenses screen: browsing, recording, and approving business expenses.

# Expenses

Use this screen to track money your business pays out: vendor bills, materials, payroll, and field expenses, including ones tied to a specific invoice or work order. It's also where approved expenses move toward getting reimbursed.

## What you can do here

- Browse every expense recorded for the business in a table showing date, item, accounting code, expense type, kind, linked invoice, who submitted it, who it's owed to, amount, status, and reimbursement status, with a receipt thumbnail when one is attached.
- Click **New Expense** to record one. The form asks for a Title, an optional Description, the Date, and the Total amount, plus an Expense Type and an Accounting Code. You also choose a Kind (Field expense, Commission, Payroll, or General), optionally pick someone to reimburse, set the Fund source (Own or Customer), attach a receipt (JPG or PNG, drag-and-drop or file picker), and add Notes.
- Edit an existing expense from its row action, which reopens the same form pre-filled with its details.
- Delete an expense from its row action. You'll be asked to confirm first, since this cannot be undone.
- Move an expense through its lifecycle using the row actions: Approve, Decline, Dispute, or Mark Reimbursed (for cases where you already paid someone back outside the app and just want the record to reflect that).
- Click **Report** to open a breakdown of expenses by accounting code and expense type, a running total over time, and an export of the underlying data.

## Steps

To record a new expense:

1. Click **New Expense**.
2. Enter a Title. A Description is optional but helpful for anything that isn't self-explanatory.
3. Set the Date and the Total (must be greater than zero).
4. Choose an Expense Type and an Accounting Code. The code is required.
5. Pick a Kind: Field expense, Commission, Payroll, or General.
6. If someone needs to be paid back for this, choose them under Reimburse to. Leave it blank for a general company expense.
7. Set the Fund source and attach a receipt if you have one.
8. Add any Notes and click **Save**.

To edit or remove an expense later, use the Edit or Delete action on its row. To change its status, use the Approve, Decline, Dispute, or Mark Reimbursed action on its row.

## Related

- [Expense Report](/help/billing/expenses/report)
- [Reimbursements](/help/billing/reimbursements)
- [Invoices](/help/billing/invoices)

<!-- REVIEW NOTES (drafting agent could not verify):
  1. The exact wording of the confirm-delete dialog and error toasts is from the code, but any tooltip or help text shown elsewhere on the page (beyond the modal and toolbar) was not verified.
  2. Whether the table supports clickable column-header sorting or additional search/filter controls beyond what ModelBrowserPage provides generically was not confirmed for this specific page (no explicit search/pill-filter props were passed in page.tsx), so sorting/search UI is not asserted in the article.
  3. The backend browser also defines a 'Details' (view_details) row action on the expense model, but page.tsx does not implement a custom handler for it, so its actual on-screen behavior is unclear and was left out of the article.
  4. Related help paths (/help/billing/expenses/report, /help/billing/reimbursements, /help/billing/invoices) are inferred from the app's route structure and RFC-620's slug convention; the help articles themselves may not exist yet.
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