Expenses and bills

Bill or expense?

A bill is a supplier invoice that you will pay later. It goes into accounts payable, shows up in the aged payables report, and is settled with a payment. An expense is money that has already left, paid by card or in cash. It reaches the ledger the moment you post it.

Record a bill

1. Open Bills and choose New bill.
2. Pick the supplier, the bill date and the due date.
3. Add the lines with their VAT codes, save the draft, check it and post it.
4. When you pay the bill, record the payment against it, or let bank reconciliation match the bank line.

Record an expense

Open Expenses and choose New expense. Pick who was paid, the date, the account the money came from, and the lines with their VAT codes. Post it, and the spending is on the books.

The document inbox

In the paid tiers, paper receipts and PDF invoices do not need retyping. Photograph the receipt or upload the file, and Tasur reads the supplier, the date, the amounts and the VAT from the document.

The extracted values fill the form for you. You review every field, correct anything the machine got wrong, and save. Nothing reaches the ledger without your review, and the original document stays attached to the record.