Expenses: problems and quick answers

Find answers to common expense problems and clarifications about what expenses can and cannot do.

বাংলায়: Expenses পাতায় খরচ রেকর্ড করা যায়, কিন্তু কিছু কিছু সুবিধা নেই এবং বিভিন্ন সময় সংখ্যা ভিন্ন দেখায়। এখানে সাধারণ সমস্যা এবং উত্তর পাবেন।

Where to find it: Sidebar › Expenses

No expenses in this period

You changed the date range but see No expenses in this period. The range you chose has no expenses. Try This month or Last month, or pick the exact dates when you paid.

The date range defaults to the current calendar month (first to last day). Expenses in earlier or later months will not appear here.

My expense is missing from the total

You see the expense in the list, but the footer shows a lower total than you expect.

The footer counts only Confirmed and Paid expenses. Draft and Cancelled expenses are shown in the list but not counted in the total. Check the Status column: if it says Draft, the expense is not counted. Change it to Confirmed or Paid to count it. To mark an expense as paid later, edit it and change the status.

My expense appears but is hidden on the Expenses page

The Expenses page footer shows only Confirmed and Paid expenses in the total. Expenses in Reports (such as Reports › Overview › Net profit or Reports › Financials) count Draft expenses too.

If you record a Draft expense as a reminder to yourself, it will not affect the Expenses page total, but it will lower your Net profit in Reports.

Net profit on the dashboard ignores my rent

The Net profit card on the Dashboard (home) shows "What you kept after paying for the products and the ads. Other costs, like rent or salaries in Expenses, are not taken out here." The Dashboard does not include Expenses.

Go to Reports › Overview or Reports › Financials to see your Net profit that includes Expenses. The Reports version subtracts Expenses from Gross profit.

Permission denied when saving

You tried to save an expense and got the toast An error occurred. You may not have the Create and edit expenses permission. Ask an owner or manager to turn it on in Team settings for your role.

Add expense is greyed out

The Add expense button is greyed and you cannot click it. Your account has a subscription block: your plan has ended or needs renewal. Renew your subscription to add more expenses.

My recurring expense did not post

You set up a recurring expense to post automatically on schedule, but it did not appear on the date you expected.

Recurring templates are stored and can be edited, but automatic posting is not yet working. Until posting is turned on, use One-time expenses and create them yourself each month, or contact support to ask about automation.

Can I attach a receipt or invoice to an expense?

No. The form does not have a place to upload receipts or invoices. Record the description clearly (for example, "Pathao shipping Nov 15–30, Dhaka parcels") so you can find the expense later.

Can I add a vendor or supplier name?

Yes. The form has a Paid to field (optional) where you can write the name of the shop, service or person you paid. It is not required and is not searched.

Can I add my own category?

No. The Category dropdown lists 9 fixed categories: Marketing & Advertising, Salaries & Wages, Rent & Utilities, Office Supplies, Software & Subscriptions, Travel & Entertainment, Shipping & Logistics, Transportation, Other. You cannot create new categories in the interface.

Can I record an expense in US dollars or another currency?

No. All expenses are recorded in Bangladeshi Taka (৳). Convert the amount to BDT and enter the taka figure.

Is there an approval step for expenses?

No. You can save an expense as Draft, Confirmed, Paid, or Cancelled. There is no workflow or approval queue. You choose the status yourself.

Can I link an expense to an order?

No. Expenses and orders are separate. An expense cannot be tied to a specific order. If you record an order-specific cost (for example, a custom packaging fee for one shipment), write it in the description and manually track which orders it applies to.

Can I set a weekly or yearly template for recurring expenses?

Yes. When you create a recurring expense, the Repeats dropdown offers Every week, Every month, Every quarter, Every year. Choose the frequency and set Active, then fill in the start date and (optionally) an end date. The template will be saved.

However, automatic posting is not yet working (see "My recurring expense did not post" above). The template is stored but does not generate expenses by itself.

Other ways people ask this

• expense missing kivabe dhoondbo
• expense total kombe nai
• net profit te expense dhukche na
• draft expense counter hobe na
• dashboard profit te rent nai
• permission denied save korte parchi na
• add expense button greyed ache keno
• recurring expense automatic post hobe na
• খরচ রেকর্ড করতে পারছি না
• এক্সপেন্স টোটাল ভুল দেখাচ্ছে
• খরচ বিভিন্ন জায়গায় ভিন্ন দেখাচ্ছে
• রসিদ আপলোড করব কীভাবে
• রিকারিং এক্সপেন্স কাজ করছে না
• vendor field কোথায়
• permission denied when saving expense
• add expense is disabled
• recurring template not posting
• expense showing in list but not total

Related pages

• Expenses and how they affect profit — what the Expenses screen is for and how expenses change your profit numbers
• Add, edit, find and delete expenses — how to record expenses step by step
• Recurring expenses — how to set up a template for repeating costs

Checked against the product on 2026-10-02.