---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'Transactions'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Expenses
summary: >-
  **Expenses** list purchases from suppliers. Use this page to view, filter and
  add new expenses.
helpKey: Transactions
generated: true
modals:
  save-expense:
    title: Expense
    summary: 'Create or edit a financial expense, such as a purchase or service fee.'
---

# Expenses

These expenses are purchases from suppliers. Use this page to view, filter and add expenses.

## What's on this page
- **Add expense** button: opens a form to create a new expense.
- **Date** filter: lets you limit the list to a specific day or date range.
- **Search supplier...** field: lets you type a supplier name to filter the list.
- **Expenses table**: shows each expense with supplier, date, total (ex. VAT), VAT amount and payment status.

## Common tasks
### Add a new expense
1. Click **Add expense**.
2. In the modal, choose a supplier (or create one), pick a date, set payment status and currency.
3. Click **Create** to save.

### Find expenses from a specific supplier
1. Type the supplier’s name in the **Search supplier...** field.
2. (Optional) Use the **Date** filter to narrow the period.
3. Click the row you need to open its details.

### Filter expenses by date
1. Click the **Date** filter button (calendar icon).
2. Choose a day or a custom range.
3. Click **Apply filter** to refresh the list.

## Good to know
- The page only appears if you have financial‑management rights; otherwise a forbidden page is shown.
- Amounts appear as negative numbers because they are expenses; the **Total (ex. VAT)** column excludes VAT, which is shown in the **VAT** column.
- If the linked supplier contact is missing, the **Supplier** column shows “not available”.
- In the **Add expense** form you can create a new supplier contact directly from the supplier selector.

<!-- help-docs: modal save-expense -->

## Expense {#save-expense}

Use this form to add a new expense or modify an existing one.

### Supplier
Select an existing supplier from the list or click **Create new contact** to add a new one if it's not listed.

### Payment status
Pick **Open** for unpaid expenses or **Paid** if the bill is already settled.

### Currency
Select the currency in which the expense was incurred; the default is your organisation’s currency.

### After saving
The expense is saved and appears in the expense list; the modal closes automatically.