Haletale Help Center | Add Expense

Add Expense

Rick

Last Update hace 6 meses

The Add Expense feature allows you to track and document property-related, general, or homeowner-specific expenses. It provides an organized way to record expense details such as type, category, amount, dates, and payment information, helping you maintain accurate financial records.

From your Dashboard, click Quick Buttons, then select Add Expense.

Fill in the necessary information:-

There are three types A) Property-based B) General and C) Homeowner-based

Property-Based Expense Form

Use this option for expenses directly linked to a specific property, such as repairs, utilities, or property taxes.

Fill in the following details:

Expense Type: Select Property-based.
Category: Choose the appropriate category (e.g., Maintenance, Insurance, Utilities).
Amount (CAD): Enter the total expense amount, including sales tax.
Type Date:
- Single-date: For one-time expenses
- Duration: For expenses covering a time period (enter start and end dates)
Property / Building Address: Select the related property or building.
Billing Date: Enter the date the bill was issued.
Payment Date: Enter the date the payment was made.
Payment Account: Choose the account used to make the payment.
Attachment (Optional): Upload invoices, receipts, or related documents.
Notes (Optional): Add any helpful details about the expense.

Click Submit to save the expense record.

General Expense Form

Use this option for expenses not tied to a specific property or homeowner, such as office supplies or software subscriptions.

Complete the following fields:

Expense Type: Select General.
Category: Choose a category such as Office Supplies, Marketing, Software, or Travel.
Amount (CAD): Enter the total amount in CAD.
Date Details: Use the Single-date option for both billing and payment date.
Payment Account: Select the account used for payment.
Attachment (Optional): Upload invoices, receipts, or contracts.
Notes (Optional): Add extra details for reference.

Click Submit to record the expense.

Homeowner-Based Expense Form

Use this option when the expense is related to homeowner-specific costs, such as owner-requested upgrades or reimbursements.

Fill in the following information:

Expense Type: Select Homeowner-based.
Category: Choose a category (e.g., Renovation, Cleaning, Owner-requested Services).
Amount (CAD): Enter the total amount, including any applicable sales tax.
Type Date:
- Single-date: For one-time expenses
- Duration: For expenses spanning a period (enter start and end dates)
Billing Date: Enter the billing date.
Payment Date: Enter the payment date.
Payment Account: Choose the payment account.
Attachment (Optional): Upload supporting documents such as invoices or agreements.
Notes (Optional): Add additional context for clarity.

Click Submit to finalize the expense entry.

Include Sales Tax

Use this option when the expense amount includes sales tax.
The system will automatically separate the sales tax portion for reporting and accounting.

Split Transaction

Allows you to divide a single expense into multiple categories or accounts.
Useful when one payment covers different types of expenses (e.g., part maintenance, part cleaning).

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