Finance
Period costs that are not on a purchase order — rent, fees, and similar.
Where to find it: Left menu → Finance & Accounting → Expenses
Step 1
Left menu → Finance & Accounting → Expenses. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Create an expense with account, amount, date, and reason. Post. If it should have been a PO, go back to procurement instead.
Step 3
The expense account in the ledger should move. Approvals may apply if you set a workflow.
Yes. Expenses is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
When you are buying goods or a tracked service. Expenses are for costs that never needed a GRN.
