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Setup
Expenses Setup
Setup your expenses and categories
Billing Frequencies
Name
Description
User Monthly
A per user per monthly billing
User Annual
A per user annual billing
Monthly
A flat monthly rate
Monthly Annual
An annual rate based on a discounted monthly rate
Annual
A flat annual rate
Adhoc
A pay-per-use adhoc billing
There are no rows in this table
Expense Categories
Expense categories group bills, and allocate them to a department in your organization.
Clear Expense Categories
Name
Departments
Collaboration
Marketing
Communication
Marketing
Design
Leadership & Delivery
Development
Operations
Education
Marketing
Finance
HR
Hosting
HR
Insurance
HR
Marketing
Marketing
Rent
HR
Sales
Sales
There are no rows in this table
Expense Providers
In this section, we are going to set up your Expense Providers. These are the companies and organizations that provides products and services you subscribe to and pay on a regular basis to run your business. These can include your email provider, hosting provider, collaboration tools provider, etc.
Clear Expense Providers
Expense Provider Setup
Name
Category
Currency
Billing
Sales Tax
Google
Collaboration
AUD
User Monthly
QST
Slack
Collaboration
GBP
User Monthly
Asana
Collaboration
GBP
User Annual
1Password
Collaboration
GBP
User Annual
VAT (20%)
Microsoft Office
Collaboration
GBP
Annual
Apple
Collaboration
AUD
Monthly
VAT (20%)
QST
Miro
Collaboration
GBP
User Annual
Figma
Design
GBP
User Monthly
Adobe CC
Design
GBP
User Monthly
VAT (20%)
QST
Noun Project
Design
GBP
Annual
RawPixel
Design
GBP
Annual
Udemy
Education
GBP
User Monthly
VAT (20%)
QST
Quickbooks
Finance
AUD
Monthly
VAT (20%)
QST
DigitalOcean
Hosting
GBP
Monthly
VAT (20%)
QST
Manulife
Insurance
AUD
Monthly
Office Building
Rent
AUD
Monthly
VAT (20%)
QST
Pandadoc
Sales
GBP
User Annual
There are no rows in this table
You’re on a roll!
You have just completed setting up your Expense information.
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