Learn how to effectively track, categorize, and manage business expenses in TrackAxo. This guide covers recording expenses on the Manage tab, category setup in Business Config, and reporting.
The Expense Management module allows you to record, categorize, and track all business-related expenditures. This helps maintain accurate financial records, control costs, and gain insights into spending patterns for better budget management and financial planning.
Record and monitor all business expenses with detailed categorization
Add expenses from the Manage tab with category, date, and amount filters
Open Business → Expenses. The page opens on Manage by default. Tabs:
Category setup moved to Business Config → Expense categories.
Configure categories and subcategories in Business Config. Example category types used in reporting:
Day-to-day office operations and supplies.
Business travel and transportation costs.
Business meals and client entertainment.
IT expenses and software subscriptions.
Employee training and professional development.
Legal fees and professional services.
Video walkthrough
Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.
Now that you understand expense management, explore other financial features to enhance your business financial management in TrackAxo.