Expense Management

Use Expense Management for expense categories, recurring expense rules, and the expenses ledger at each outlet. Requires the Expense management add-on on your plan.

Recommended setup order

1. Overview - you are here.
2. Expense Categories - define cost buckets like rent, utilities, and supplies.
3. Recurring Expense - schedule repeating expenses with frequency rules.
4. Expenses - add and track one-time or recurring expense entries.

Expense Categories

Menu path: Categories

Create category names (e.g. Rent, Utilities) and set Active or Inactive. Those categories appear in dropdowns on Expenses and Recurring Expense for the same restaurant.

Full guide: Expense Categories.

Recurring Expense

Menu path: Recurring Expense

Schedules (rules) for costs that repeat: frequency, amount, start/end, and lifecycle Pause, Resume, or Stop. Rule fields cannot be edited after creation.

Full guide: Recurring Expense.

Expenses

Menu path: Expenses

The expense ledger: individual expense rows (one-time entries and lines tied to recurring rules), filters, pagination, add/edit/view/delete.

Full guide: Expenses.

Tips

• Pick Restaurant in the filter bar first on every screen — data is per outlet.
• Expense categories should be Active before you classify Expenses or Recurring Expense rules.
• Payment methods and suppliers come from elsewhere in admin; expense forms offer them as dropdowns (suppliers can also be created inline).
• Use Reports (e.g. Revenue & Expense) for aggregated views after recording costs here.