Words Their Way Blank Sort Template

Handling your costs in Freshbooks is affably straightforward.

Selecting costs in the right-hand card takes you to the awning apparent above. This acutely shows which costs accept been entered in altered categories, and the amount of those expenses.

To add a new expense, bang “new expense”, either in the top right-hand bend or in the bare box beneath Recently Updated.

This brings up the afterward screen:

The left-hand allotment of the awning makes it accessible to add a category, merchant (i.e. who you paid the money to), taxes, and a photo of the receipt.

The options on the right-hand ancillary let you accredit this amount to a client/project, accomplish it recurring, change the currency, or accessory it with the costs of appurtenances sold.

Clicking any of these opens up added options (how generally you appetite the amount to recur, for example) on the right-hand side, while the absolute amount advice stays arresting on the left.

Connecting your coffer account

The easiest way to acceptation costs is of advance to affix your coffer account, and this is a simple action in Freshbooks. You can artlessly chase for and baddest your bank, afore actuality taken to their website to log in, and again actuality beatific aback to Freshbooks back the action is complete.

Once you’ve done this, costs will be alien into Freshbooks daily, extenuative you the altercation of entering them manually.

If you’re on the Plus or Premium plan, again you’ll additionally get coffer reconciliation.

(The video is for the US version, but does a acceptable job of answer how the action works.)

So, coffer adaptation is basically a absolutely acceptable way of authoritative abiding your annal are correct. Every time money comes in or goes out of your account, it should bout an access in Freshbooks.

To acceleration this up, Freshbooks tries to bout best of the entries itself. You can again accept these suggestions, afore arrest any entries that don’t accept a appropriate match.

It’s an accessible way of authoritative abiding that your annal bout the money absolutely advancing in and activity out of your business.

Finally, you can additionally add costs via the Freshbooks adaptable apps. This is accessible to do, and you can add a photo of the cancellation with your smartphone camera, although Freshbooks doesn’t accommodate the cancellation scanning technology offered by some of its rivals.

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