Choose an accounting tracking tool
Find assets, mileage, work hours, vendors and receipt tools.
On this page
Choose a tracker
Under Accounting > Tracking use Fixed assets for asset basis, Mileage log for trips, Time tracking for hours and Vendors for supplier records.
Keep the source details
Use the actual invoice, trip log, timesheet or purchase record. Select the correct rental and period before saving.
Check the bookkeeping separately
A vendor or time record does not create an expense. Asset depreciation and receipt scans also require their separate review and save steps.
Inspect the relevant report
Choose the report for your question and verify its dates, filters and exported rows.
Check the result
- You can find the supporting record and distinguish it from a booked entry.
FAQs
Why are the trackers empty after importing a bank feed?
Imports do not fill every tracker. Check its filters and whether supporting records have actually been saved.
Where does a scanned receipt go?
It prepares a draft for Add expense. Save the expense and inspect its attachment to complete that workflow.