WHAT THIS HELPS YOU DO
- Record an expense against the right supplier
- Use categories consistently
- Attach supporting receipts and review expense history
SHORT TRAINING
Recording a business expense
Training video coming soon
The finished video will include captions, a transcript and a non-autoplay fallback.STEP BY STEP
Follow the process
- 01
Choose the business
Confirm the expense belongs to the business currently open in Tally Badger.
- 02
Record the supplier and amount
Enter the supplier and the financial details shown on the source record.
- 03
Select a suitable category
Use the available category that best reflects the expense. Consistent categorisation makes records easier to review.
- 04
Handle VAT carefully
Record VAT only where the feature is available and the treatment is appropriate for the business. Seek professional advice when unsure.
- 05
Attach the receipt
Where a receipt attachment is available, add the relevant file and check that it is legible.
- 06
Review the history
Use expense history to find and review previously recorded costs.
USEFUL TIPS
A few things worth checking
- Keep the original source document available.
- Use consistent supplier names and categories.
- Do not include unrelated personal information in an attachment.
COMMON QUESTIONS
Where people can get stuck
Is a receipt attachment the whole expense record?
No. The structured supplier, category and amount details are still important.
Can Tally Badger decide the tax treatment?
No. Tally Badger organises records but does not replace professional tax advice.