Add a property expense with its receipt
Keep the amount, rental and supporting document on the same record.
On this page
Have the amount, payment date, description, accounting category, property and receipt image or PDF ready.
Enter the expense
- Open Accounting, then Expenses, and choose Add expense.
- Keep Type set to Expense and enter the Amount, Date and Description.
- Choose the Account category and the property the expense belongs to. Select Whole portfolio only when that is the intended scope.
- Attach an image or PDF under Receipt.
- Choose Save expense, then check the saved row and its receipt.
If Save expense is unavailable
When no expense accounts exist, the form asks you to Set up accounts first. A receipt scan or review worksheet is not a saved expense; confirm the actual expense row before adding another record.
Record a portfolio-wide expense
When an expense belongs to the portfolio rather than one rental, use the portfolio assignment offered by the expense form. Confirm the category, amount, date and account before saving.
If the invoice contains costs for several rentals, use a transaction split with the actual allocations instead of assigning the full amount to every property. Review the portfolio and property report scopes when checking the result.
Check the result
- The saved expense appears with its date, amount, category and intended property scope.
- The receipt can be checked on the saved record; an expense and its attachment can have different success or failure results.
FAQs
The expense saved but the receipt failed. Should I add the expense again?
No. Find the saved row and use its Attach receipt or Replace receipt action when offered. Read the attachment result separately so a receipt problem does not create a duplicate expense.
Why is Save expense disabled?
Read the account-setup or access message. If the form asks you to set up expense accounts first, complete that prerequisite before entering the expense. A scan preview or worksheet does not replace the saved accounting row.
Should I create the same shared expense under every property?
No. That duplicates its total. Use the portfolio assignment or split the one expense into allocations that add up to the invoice.