This article provides step-by-step instructions on how to create and manage expenses in B. Whether you're handling one-time property expenses, recurring monthly charges, or expenses tied directly to guest reservations, this guide will walk you through the process. Accurately tracking and categorizing expenses is crucial for maintaining financial oversight of your properties.
How To Create Expenses
Open the property for which you want to create the expense, in manage view.
Go to Finance ⏵ Expenses
Hit the
Button
Select the appropriate tab depending on the type of expense you want to create:
💡There are three types of expenses you can create:
Property – One-time expenses associated with the property itself.
Monthly – Recurring expenses that occur on a regular basis (e.g., utility bills).
Per Reservation – Expenses linked directly to specific guest reservations.
Fill in the Following Details
Select Listing: The property listing for which the expense is being created. This is automatically set to the listing you opened and cannot be changed.
Amount: The total amount of the expense.
Store/Source: The name of the vendor or store where the expense originated. This could be the provider of the service or product.
Paid At (Property Expenses Only): The date when the expense was paid. This field will only appear if you are creating a Property expense.
Expense Type: Categorize the expense (e.g., Maintenance, Cleaning, Utilities, etc.). This helps track and report expenses by type. Click here to learn more about expense type.
Description: A short explanation of the expense. Use this field to provide any additional context or details.
Photo: Attach a photo of the receipt, invoice, or any other documentation related to the expense.
For Monthly(Recurring) and Per Reservation expenses, the following additional fields are required:
Starting At Date: The date when the recurring expense or reservation-related expense begins.
Until Date: The date when the recurring expense or reservation-related expense ends.