Before you start
For Administrators, Finance teams, School owners, Operations managers
- Check that your role and school plan provide expense access.
- Prepare the amount, date, category and supporting receipt.
Open Expenses
Open Expenses and check the active date and category filters before adding or reviewing records.
Add the expense
Choose Add Expense and enter the amount, date, category and relevant payee or description. Check that the record belongs to the correct school.
Attach or scan a receipt
Upload a supported receipt image or PDF. If smart extraction is used, review the suggested amount, date and other fields against the receipt before saving. An attachment and a successful extraction are separate outcomes.
Save and verify
Save the expense and reopen it to confirm its details and attachment. Correct a mistaken category through the available edit controls.
Review spending
Use the available expense filters and finance views to review spending for the period. Use export controls where provided, and check that the selected date range covers the records you need.
Good practice
- Attach supporting receipts promptly.
- Use a consistent category list.
- Check extracted amounts and currencies carefully.
Questions and troubleshooting
Ready for the next step?
Open your school workspace to put this guide into practice, or ask our team for help.