# 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.](https://www.sorviai.com/help/inventory/expenses/expense-detail.png)

*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 |

> **Note:**
>
> **Expenses have no approval step**
>
> An expense is recorded and posted without anybody countersigning it. If your organisation needs somebody to authorise spending, that has to happen before the record is made.

## 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.