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Money out, with an approval

Every expense goes to a category and waits for approval; nobody approves their own. Recurring ones like rent copy themselves into a new expense awaiting approval every period.

Start with EraThe Finance module

Expenses, with category and approval

An unapproved expense can be corrected, an unpaid one voided; a paid one is never deleted, only corrected. “Paid” is the date the money left.

What you can do on Expenses

Each is a button or a form in the app; every one is tied to role permissions and logged.

Record an expense

Money going out, against a category, awaiting approval.

Approve an expense

Signs an expense off. Never your own.

Stop repeating

The expense stays; it is no longer copied each period.

Record recurring expenses

Copies every recurring expense that has come due into a new expense awaiting approval.

Edit an expense

Corrects an expense that has not been approved yet.

Void an expense

Withdraws an unpaid expense. A paid one is corrected, not removed.

Mark an expense paid

Stamps the day the money left. The date is what "paid" means here.

Reject an expense

Turns an expense down, with the reason the source never required.

Open an agreement

Records what somebody owes, in the workspace currency unless told otherwise.

How it connects to other modules

Expenses is part of the Finance module and uses the same customer record and permissions.

Finance

What customers owe and pay, and what the business spends.

Customers

Built on it: One record for every customer, shared by every module.

Sales

Built on it: Leads, the calls that follow them up, and the partners who send them.

Apps

Built on it: The apps and services you connected, and the updates sent to them.

The Finance menu in the app

Other sub-modules in Finance

Parts of the same module with a screen of their own.

AgreementsWho owes what: open an agreement, split it into instalments, apply a discount, record payments, invoice it.CollectionsMoney in: take a payment, capture or release a hold, spread a payment across instalments.CommissionsCommissions owed to affiliates: they follow what was collected, and a payout is recorded as one transfer.

Start from a ready template

Templates that use this screen’s actions or turn this module on.

Questions about Expenses

Record an expense, Approve an expense, Stop repeating, Record recurring expenses, Edit an expense, Void an expense, Mark an expense paid, Reject an expense, Open an agreement.

It has its own row in the Finance menu; it is part of the Finance module and shows while the module is on. The “Expenses” feature must be on as well.

The Finance module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.

Money out, with an approval.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with EraThe Finance module