Expenses and bills
Use Expenses & AP for costs the shop owes or has paid. Employee reimbursements begin in Workforce and join this process after approval.
An authorized account is required to use this workspace.
Create a vendor and bill
- 1
Use the existing vendor when possible
Consistent vendor records make duplicate review, AP aging, and vendor reports useful.
- 2
Record the source document
Enter the invoice date, due date, reference, amount, category, and receipt or invoice file.
- 3
Review duplicates and tax
Resolve matching vendor/reference/amount warnings and accrue Michigan purchase use tax when the vendor did not collect required tax.
- 4
Post the bill
Posting recognizes the expense or inventory and the accounts-payable liability.
Receipt parsing
Document AI can suggest merchant, date, amount, and line information from a secure receipt. The suggestion is never authority to post. Compare it with the image and confirm the accounting details yourself.
Pay a bill
Record payment only when money actually leaves the selected bank or cash account. Paying clears accounts payable; it does not recognize the expense a second time.
Recurring expenses
A recurring template prepares the next expected record but should still be reviewed for amount, date, tax, and service changes. It is not proof that the vendor has billed or the bank has paid.
Employee reimbursements
Approved claims retain the private receipt and move into the next eligible payroll preparation. A reimbursement is separated from wages in the payroll mirror and accounting journal.
Still unsure?
Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.
This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.