Overview
Tracking your business expenses helps you keep accurate financial records and monitor spending over time. In Copilot, you can create and categorize expenses, attach supporting documents, and assign them to customers, employees, or equipment.
Step 1: Open the Expenses Page
Navigate to Finances > Expenses.
Click the + New Expense button in the upper-right corner.
Step 2: Enter Expense Details
On the New Expense page, fill in the following fields:
Expense Category: Choose from existing categories or add a new one.
Description: Enter what the expense was for.
PO Number: Add a purchase order number (optional).
Expense Type: Select Single Expense or Recurring Expense.
Date: Choose the date of the expense.
Amount: Enter the subtotal, tax, and total cost.
Mark as Paid: Check this box if the expense has already been paid.
Step 3: Assign the Expense
Under Assigned To, choose where the expense applies. You can assign it to:
None
Customer
Truck / Equipment
Vendor / Supplier
Employee
Step 4: Add Notes and Attachments
You can add notes to describe additional details about the expense.
Attach any supporting photos, videos, or documents such as receipts or invoices.
Step 5: Save the Expense
When you’re finished, click Add Expense at the bottom of the page.
Your expense will now appear on the Expenses list under Finances > Expenses.
Tip: Use filters on the Expenses page to find specific transactions by date, category, or assigned person.