How to Add an Expense

Expenses will need to be added to create a profit and loss statement and level up your business.

1. Login to your ClarityNOW Portal
2. Click Portal Dashboard
3.  Click Financials
4. Click New
5. Add expenses by filling in...
   
   1. Date 
   2. Description - Describe what the expense is 
   3. Amount of the expense 
   4. The account that was used to pay the expense
   5. If it was associated with a lead source
   6. If it is re-occurring 
   7. The MREA category the expense should be placed in, if you have questions on what category an expense should be placed in please watch this video:
   8.  Add revenue by changing expense to revenue in the drop down and filling in... 
      1. 
      2. date
      3. Description - Describe what the expense is 
      4. Amount of the income
      5. The account that was used to collect the income
      
      
      
      
   9. Click Submit

To filter these expenses, you can select filter and filter all entries by category, year, or your own desired search words.