Common expense problems and how to fix them

Most expense problems are caused by missing records, wrong account choices, wrong amounts, duplicate entries, wrong dates, receipt upload issues, or linked bill payment confusion. This guide helps you check the most likely causes.

Expense total looks too low

• Check whether the expense was saved.
• Check whether the expense was recorded on a different date or trading day.
• Clear filters and search again.
• Check whether it was recorded as a supplier bill payment instead.

Expense total looks too high

• Look for duplicate expenses.
• Check whether a supplier bill payment was also entered manually as a separate expense.
• Check whether the amount has an extra zero.
• Check whether an old expense is included because the period filter is too wide.

Cash, M-PESA or Bank/Card balance looks wrong

• Check whether the expense was recorded under the correct account.
• Use spending by account to see where expenses were assigned.
• Filter the expense list by account.
• Edit ordinary expenses if the account is wrong.

Receipt is missing

• Check whether the expense card shows Receipt attached.
• Open the expense and attach the receipt if needed.
• Make sure the file type is allowed.
• Make sure the file is not too large.
• Take a clearer photo if the receipt image is unreadable.

Linked bill payment is confusing

• Use Open Bill to view the original supplier bill.
• Check the supplier, bill reference, amount paid, and outstanding balance.
• Correct bill payments from the bill workflow where possible.