How do I track expenses and see what a deal made?

1. 1Open Expenses in the sidebar, or under More on a phone.
2. 2Press Scan a receipt and take a photo, or pick one you already have. You can pick several and they are read one after another.
3. 3The total, the tax, the date and the vendor are read into the form, with a category picked for you. Check every figure against the paper. Anything that could not be read is left blank.
4. 4Press Add. Nothing is saved until you do.

Note: the photo is kept with the expense. Open the expense and press View the receipt to show it to your accountant. Deleting the expense deletes the photo too. A PDF receipt cannot be read yet, so enter its figures with Add.

• Add opens the same form empty.
• Kilometres logs a drive. The claim is the distance times the rate per kilometre, which starts at the Canada Revenue Agency allowance and can be changed on a computer.
• For a subscription, open More details and tick Charges every month. It is entered once and counted for every month it runs.
• If the same amount was filed within four days, the form warns you. Press Add again to file it anyway.

1. 1Open a listing or a buyer deal and find the Costs & margin card.
2. 2Press Add a cost to file one against that deal. Or set Spent on a deal on any expense.
3. 3The card walks the commission down: the brokerage split, the desk fee, what you earned and what you spent, ending in the net and the margin.
4. 4A deal that really had no costs? Press No costs on this deal, so its margin is shown as final rather than held back.

• On Expenses, What each deal left lists every deal with a cost against it. A deal still running shows what has been spent so far, not a loss.
• If you are registered for HST, HST to claim shows the tax you entered or that was printed on receipts. Not registered? Untick Registered for HST on a computer.
• At tax time, press Export for the accountant on a computer for a spreadsheet of the year.
• The Business page has a short summary, What it costs to run, that links back here.

• The Business summary shows a margin of 100 percent when you have filed no expenses yet. That only means nothing has been filed; add your expenses and it corrects itself.
• A receipt was read wrong: fix the figures in the form before pressing Add, or open the expense later and edit it.
• You cannot remove a category under Your categories: something is still filed under it. Move those expenses first.
• You see "That image is too large. Try a photo under 4MB.": take the photo again a little further away, or use a screenshot of it.
• Still stuck? Open Chat with Support, or email support@getgable.ca.