To assign certain expense transactions to a customer so that you can trace all expenses related to each customer, please follow the steps below:
- Enter your client as a 'Customer' on the 'Customers' page
- Go to the 'Bank Transactions' screen and select the relevant bank account
- Select the correct category for your expense
- Enter your Customer's name
- Click 'Done' then 'Confirm'
To view all the expenses linked to a customer:
- Go to 'Customers'
- Select the relevant customer
- Click 'Expenses' at the top of the screen
- You can see all the 'Paid' and 'Unpaid' expenses related to that customer
