Track Expenses + P&L Statements
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Robert Wazlavek
Every small business needs to track expenses for their taxes every year (at least in the USA). Please create an "Expenses" tab where we can manually create expenses.
With a version 1, we could just create expenses AND categorize them, and then print off Expense Reports based on timeframe like week/month/year. With later versions, expenses could be added to reporting to create P&L statements, etc.
No need to have a bank integration feature, at first or even ever if it doesn't make sense. But it definitely would be beneficial to be able to manually create expenses, both one-time expenses and recurring expenses.
Good expense tracking, or at least "good enough", would allow many small business owners to stop paying for Quickbooks or other accounting software. As an agency, this would further cement the value of GHL to our customers.
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M
Matt Gerchow
I'd be happy to walk the devs through this on a call.
If we could add expenses to the invoices, not display them on the invoice, and be able to run reports on them... pretty straightforward.
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Lisvan Gonzalez
YES! We need this ASAP!
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Sahlid Ops Team
would absolutely LOVE this feature.
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Brittne Ash
YES! I was just going to request this. We need this ASAP!
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Paul Pratt
This is needed. Moxie does this and its the main reason we are still running everything through them vs GHL.
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Mansuor Mirza
Also including per project expense tracking