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Other Actions in Expenses

Filtering, attaching, and the monthly read that makes expenses worth recording.

An expense record showing its date, expense account, vendor, amount, the account it was paid through and any customer it is billable to, with an activity panel at the right. — Everything on one screen, because an expense has no downstream document to reconcile against.

On one expense

Action	When it is available
Edit	Always. An expense has no downstream document to contradict
Attach a receipt	Always, and the sooner the better
Mark it billable to a customer	Whenever the cost should be passed on
Delete	Always

On the list

Filter	What it answers
By expense account	What kind of spending this is
By vendor	Everything paid to one supplier outside the bill chain
By customer	What is rechargeable and has not been recharged
By date	The month you are reviewing
Draft	Expenses nobody has finished

Reading them monthly

Carriage in: Worth watching as a share of what you bought. A rising proportion usually means smaller, more frequent orders.
Billable and unbilled: Costs marked to a customer that nobody has recharged. This is money already spent and not yet recovered.
Anything that looks like stock: The check worth doing. Goods recorded as an expense are goods your counts do not know about.

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