Record an expense

Log what a property cost you, so it lands in your statements, your profit figures and your T776.

Before you start

• You need to be a property manager, account owner, or admin.
• Know which property the cost belongs to. Expenses are always recorded against one property.

Steps

1. Select New, then Record an expense. You can also search "record an expense" from anywhere with the command palette.
2. Choose the property. That takes you straight to its expense form on the Financials section.
3. Pick the category, the amount, and the date the cost was incurred. Add the GST/HST if you track it, and a short description so the line reads clearly on a statement months later.
4. If the cost is a capital improvement rather than a repair, turn on the capital toggle and choose the CCA class. Capital is added to the property's cost base and a CCA pool, not deducted this year.
5. Save. Attach the receipt to the row afterwards if you have one.

What happens next

• The expense appears on the property's statement, its profit figures, and the Receipts list where you can filter and export for your bookkeeper.
• On some accounts an expense waits for an approver before it posts. If so, it shows as pending until someone approves it.

Shortcuts

• From a maintenance request. Open the request and select Log the cost. It opens the same form on the right property, so you do not have to go looking for it.
• From a receipt photo. If receipt scanning is on for your account, Scan a receipt reads the amount and date off the image and prefills the form.

Troubleshooting

• You cannot find the form. It lives on the property, under Financials. The Record an expense action and the Log the cost link on a maintenance request both take you straight to it.
• The Receipts page has no form on it. That page is the list of everything you have already recorded, with filters and a CSV export. Use Record an expense to add a new one.
• You entered it against the wrong property. Delete the row and record it again on the right one. A posted expense is corrected by reversal, never edited away.