# Record and manage expenses

To record and manage expenses, start with finance access, the correct Business Account, branch, reporting period, and original financial evidence. In Admin, filter expenses, create expense, edit expense, and categorize expense. Confirm the branch, period, source document, tax treatment, amount, and status before recording or exporting financial information.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/expenses/
Article ID: expenses
Surface: Admin
Category: Finance
Last reviewed: 2026-09-06

## Before you start

- Finance access, the correct Business Account, branch, reporting period, and original financial evidence
- Confirm amount, tax, status, currency, and dates before recording or exporting

## Steps

1. Open /expenses, set the period, branch, category, and status filters, and search before creating a duplicate expense.
2. Choose Add expense and enter the source date, amount, tax treatment, category, payee, branch, and supporting details shown on the form.
3. Review and save once; reopen the expense to verify the persisted amount and status.
4. Edit or delete only the exact expense record after checking downstream reporting impact; a failed request must be resolved before retrying.

## Expected result

A saved expense reopens with its source date, amount, tax treatment, category, payee, branch, supporting details, and status. Edit or deletion returns an explicit result, and failed mutations do not disappear from the current view as if complete.

## Permissions

- Expenses requires expenses.read; create, edit, category, and delete operations enforce their own expense-write authorization.

## Troubleshooting

### An expense cannot be saved.

Correct the displayed date, amount, tax treatment, category, payee, branch, or required-detail error and submit once. Search again before creating a replacement expense.

### Edit or deletion has no clear result.

Reopen the same expense and check its current status and reporting period before retrying. Stop if downstream impact or identity is uncertain; report the safe expense reference, action, amount, branch, and time.

## Related articles

- [Use the Finance overview](https://admin.tajergo.ae/help/articles/admin/finance-overview.md)
- [Review sales invoices and subscription billing](https://admin.tajergo.ae/help/articles/admin/billing.md)
- [Review VAT recorded](https://admin.tajergo.ae/help/articles/admin/vat-recorded.md)