Expenses and Biils
Manage your spends and money you owe others
How to Create the Bills TableLearn how to organize and understand your Bills Table to manage vendor payments, track balances, and maintain accurate records
Adding Bills Using PromptsLearn how to add bill records quickly and easily using simple natural language prompts with Adam.
How to Import Multiple Bill RecordsLearn how to upload multiple bill records at once with Adam’s assistance
How to Search and Filter Your BillsLearn how to quickly find and organize bills using built-in search and filter tools
How to Edit and Record Bill ItemsLearn how to update or add itemized details under a bill in Adam
How to Record a Bill PaymentTrack and update payments made towards your bills in Adam
How to Upload Receipts or Invoices to a BillKeep a complete audit trail by uploading supporting documents to your bills
How to Duplicate a Bill RecordQuickly create a copy of an existing bill on Adam
How to Delete a BillRemove one or multiple bills to keep your records clean and up to date
How to Export Your Bills TableDownload your bill records as an Excel file for offline access, reporting, or sharing with your team.
How to Create the Expenses TableLearn how to set up and use your Expenses Table to track business spending, manage prepaid costs, and keep clean financial records
Adding Expenses Using PromptsLearn how to add expense records quickly and easily using simple natural language prompts with Adam
How to Import Multiple Expense RecordsLearn how to upload multiple expense records at once with Adam’s assistance
How to Search and Filter Your ExpensesLearn how to quickly find and organize expenses using built-in search and filter tools
How to Edit and Manage Your ExpensesLearn how to update expense details like amount, vendor, date, or payment method directly from your Expenses Table
How to Upload Receipts or Invoices to an ExpenseKeep a complete audit trail by uploading supporting documents to your expenses
How to Duplicate an Expense RecordQuickly create a copy of an existing expense on Adam
How to Delete an ExpenseRemove one or multiple expenses to keep your records clean and up to date
How to Export Your Expenses TableDownload your expense records as an Excel file for offline access, reporting, or sharing with your team