How do I create expenses on iOS?

FreshBooks makes it easy to keep track of your spending with expenses. This is helpful if you're required to document business-related purchases for your business and for tax deductions. You can create expenses, upload receipts, and mark an expense up for rebilling to your clients.

Create Expenses

You can create expenses on iOS with just a few quick steps:
  1. Once logged into your account, tap on Expenses at the bottom
  2. Tap on the + symbol in the top right corner
    New expense button.
  3. Add your expense details:
    New expense with fields and details to add.
    1. To add a receipt, tap on Attach Receipt and follow the steps in How do I attach receipts to expenses? here)
    2. Tap on Choose a Category and select a Category or Subcategory, or create your own subcategory instead
      Choose a category area with list of options.
    3. The Date is automatically set to present day, tap on it to change it to a different date instead
    4. If needed, tap on Add a Merchant and enter in a new merchant or choose from a pre-existing list of merchants you’ve used before
    5. If needed, tap on Add purpose of expense and enter in details
    6. Next, if needed, tap on Add Taxes and add or use existing sales taxes
      1. If you need to override the sales tax amount with a different total, tap inside the sales tax amount and update it
    7. Next to Grand Total, tap in the 0.00 area and enter in the full amount of the expense
  4. Under the Settings section, if needed:
    1. Tap on Assign to Client / Project
      1. Then tap on Choose a Client and select a client
      2. If needed, tap on Choose a Project and select from one of the client’s projects to assign the expense to
    2. Tap on Currency, then select the new currency and tap on < Expense to save
  5. When you’re done with the expense, tap on Save to finish.

Expense Categories and Subcategories

FreshBooks’ default expense categories are equal to the default accounts in the Chart of Accounts available on Plus, Premium and Select plans. Default subcategories are included to provide even more granularity in your reporting.
To learn more about Operating Expenses and Cost of Goods Sold categories, as well as the default list of categories and subcategories, review What are expense categories? here.
To create your own subcategory, follow these steps: 
  1. Create a new Expense from the Expenses section with the + button in the top corner
  2. Tap on Choose a Category
  3. Then tap on the + button in the top corner
    Choose a category with plus button at top.
  4. Enter the name of your new category
    New category screen with a field and dropdowns to select.
  5. Under Expense Type, choose between Operating Expense or Cost of Goods Sold
  6. Next, in Group Under Parent Account, if you’ve selected the Operating Expenses type, choose the Category / Parent Account to assign this custom category to (choosing the Cost of Goods Sold type defaults to Cost of Goods Sold parent account instead)
  7. Tap on Save to finish, and your expense will be assigned to this new subcategory.