Add an Expense
How to record a new expense in Tetri Copilot.
Overview
Recording an expense takes about 30 seconds. At minimum you need a date, amount, and category. You can also attach a receipt photo or file for full documentation.
How to Add an Expense
- 1
Go to Expenses → Expenses in the sidebar.
- 2
Click Add Expense (top right).
- 3
Fill in the expense details (see fields below).
- 4
Optionally upload a receipt or document.
- 5
Click Save to record the expense.
- 6
If your workspace uses approval workflows, the expense will be submitted for approval automatically.
Expense Form Fields
| Field | Required | Description |
|---|---|---|
Date | The date the expense was incurred (not necessarily the date you are entering it). | |
Amount | The total expense amount. | |
Currency | — | The currency of the expense. Defaults to workspace currency. |
Category | Select the expense category. The AI may suggest one automatically. | |
Supplier | — | Who you paid (vendor or supplier name). |
Description | — | A brief description of what the expense was for. |
Tax Amount | — | The VAT or tax portion of the expense. |
Receipt | — | Upload a photo or PDF of the receipt. Strongly recommended for audit purposes. |
Notes | — | Any additional notes for approvers or your own reference. |
Billable | — | Mark if this expense should be billed to a customer (for pass-through billing). |
Tip
After you fill in the amount and supplier, AI Expense Categorization (Professional plan and above) suggests a category you can accept or override. Tetri Copilot also warns you if the expense looks like a possible duplicate of one already recorded, helping you avoid double entries.
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