Creating an Expense

Creating an Expense

All Expenses in okke must belong to a bank account, and needs to be categorised under one or more accounts in the general ledger. This helps you keep track of where your money is going, as well as track any tax or GST related to the money spent. Depending on your workflow, there are a few key ways you can keep a record of your expenses in okke.

First take a look at the ways you can create an Expense from the list:
Upload a Receipt or Invoice
You can upload a copy of your receipt or invoice to okke, and we'll scan the image using OCR technology to create the expense for you!

  1. Ensure you're in the Expense section
  2. Drag up to 20 images or PDF's from your computer to the Upload Area, or click on Choose file. If using okke from a mobile device, you can also capture an image with your camera
  3. Wait for okke to Scan your images and create your expenses
  4. Expenses always appear at the top of your list
  5. Check the details are correct
  6. Categorise the expense. You can search the list by typing
  7. You're done! The expense will save automatically when you defocus or click outside the list
Important: always double check the details! While AI technology is pretty good, the accuracy varies depending on the quality of the image. We support JPG, JPEG, PNG, GIF, and PDF files up to 10mb in size.
Quickly add a Simple Expense
For simple expenses that belong to a single category, you can quickly add them to the list using the Quick Add button.

  1. Ensure you're in the Expense section
  2. At the top of your Expense list, click on the Quick Add button
  3. Add the Date of the expense, or click on the calendar icon to select it
  4. Optionally, add a Supplier to track who you paid
  5. Select a Bank Account to record it in
  6. Enter the Amount
  7. Categorise the expense. You can search the list by typing.
  8. You're done! The expense will save automatically when you defocus or click outside the list
Add an Advanced Expense
Use the Advanced Expense drawer when you need to split it across multiple categories, to add more details to your expense, or to attach a digital copy of your receipt or invoice.

  1. Ensure you're in the Expense section
  2. At the top-right of the page, click on Add Expense
  3. Add the Date of the expense, or click on the calendar icon to select it
  4. Select a Bank Account to record it in
  5. Add the Amount
  6. Categorise the expense. You can search the list by typing.
  7. (Optional) To split the record across multiple categories, click on the Split Expense button. Allocate how much of the expense belongs to each category
  8. Set the Expense type to Bank Expense if you paid electronically (Direct transfer, credit card, etc.) or Paid in Cash for cash purchases
  9. You can also add add a Supplier to track who you paid, a reference number (usually the receipt number), or a description to help track what the expense was for
  10. Attach a copy of the receipt if required
  11. You're done! Click Save & Close to record the expense, or Save & New to create another one
 Other ways to automate the expense creation:
There's other advanced ways to help make creating expenses faster and easier in okke, such as forwarding Invoices/images you might have to okke via Email, or make use of our Bank Feeds to pull them in directly from your bank account. Visit the following help articles for more:
  1. Emailing a Receipt to Create an Expense
  2. Create an Expense from a Transaction
  3. Importing multiple expenses via CSV

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