Expense and reconciliation workflows help keep operating costs and payment records organised.
Recording expenses
- Add supplier or operating costs promptly.
- Use categories consistently.
- Attach receipts, invoices, or supporting files where needed.
- Check whether an expense should be billable to a customer before saving.
Reconciliation basics
- Compare CRM records with bank, card, PayPal, Stripe, or Revolut statements.
- Investigate unmatched payments or expenses.
- Correct mapping issues before relying on reports.
- Keep notes for any manual adjustments.
Common checks
- Payments recorded against the wrong invoice.
- Expenses missing receipts.
- Duplicate entries from manual imports or repeated entry.
Good to know: A regular weekly review is easier than trying to fix a month of mismatched records at once.