Expense Tracker

The Expense Tracker keeps track of the money your business owes. It makes it easy to find and work with your unbilled expenses (purchase orders), unpaid expenses (credit card chargers, open bills, and overdue bills), and paid expenses (checks and bills paid in the last 30 days).

The colored blocks show you the total amount for transactions in each of the categories. Click on the blocks to view the list of transactions that make up that amount. From there, you can double-click on individual transactions to edit them if you need to. You can also filter the transactions in the top right corner of the page.

Note: The open bills amount includes the amount for overdue bills.

Accessing the Expense Tracker

The Expense Tracker is located in the transaction center. There are multiple ways to get to it. You can:

Note: Only the Administrator and users with access to Accounts Payable can view the Expense Tracker.