Step 1: Accessing the Spend Section
To access your spend data:
From your dashboard, navigate to the More section
Click on Spend
You will see two options:
Bills
Expenses
Step 2: Managing Bills (Payables)
Bills represent expenses that have been recorded but not yet fully paid. This helps you track what your business owes to vendors.
Bills Table Overview
On the Bills page, you can view key details such as:
Date
Bill Number
Title
Amount
Balance
Vendor, etc.
This gives you a clear overview of your outstanding obligations.
Step 3: Adding a Bill
To create a new bill:
Click on the Add Bills button
A modal will appear where you can:
Enter bill details manually, or
Upload a document containing bill records
Once submitted, Adam processes the data and adds the bill to your table.
Important:
Uploaded documents must be under 15,000 characters
Maximum file length is 10 pages
Step 4: Searching and Filtering Bills
You can easily locate specific bills by:
Using the search bar to find bills by keyword
Applying date filters such as:
Year to Date
Quarter to Date
Last Month
Custom date range
This helps you quickly find and review specific transactions.
Step 5: Exporting Bills
You can export your bills for reporting or external use.
Click on the export option on the Bills page
Download your bill records as a document
Step 6: Managing Expenses
Expenses represent completed transactions that have already been paid. These are typically cash-based or direct payments.
Expenses Table Overview
On the Expenses page, you will see details such as:
Date
Title
Amount
Vendor, etc.
This provides a full breakdown of your recorded expenses.
Step 7: Filtering Expenses
You can filter your expenses to focus on specific data.
Options include:
Date filters (e.g., Year to Date, Last Month, Custom range)
Category filters
By default, all categories are displayed. You can narrow this down to specific categories such as:
Advertising
Bank Charges
Employee Benefits
And more
This helps you analyze spending by category.
Step 8: Exporting Expenses
You can export your expense records for reporting or sharing.
Click on the export option on the Expenses page
Download your expense data as a document
Understanding Bills vs Expenses
It’s important to use the correct section:
Use Bills when you want to track money you owe and manage payables
Use Expenses when the transaction has already been paid
Using them correctly ensures accurate reporting and better financial visibility.