Inbox - Inventory - Expenses - Create/Import/Export

Introduction

You can create and manage Expenses with Inbox.

Setup & Recommendations

• You can use the Send to Expenses Tool in Scraper Data to populate information such as receipts for Proxies, Servers, Cook Groups, Bots, and more.

Create

1. Navigate to the Expenses section in Inventory. This section has an icon that looks like a sheet with a $ on it titled Expenses.

2. Click on the File button at the top left of the view, then the Create button.

3. By default, Expenses are created in the All Category. You can override this and specify a category name to have your Expense Item created into a unique or existing category.

4. Specify a Name for the Expense.

5. Specify the Date for the Expense.

6. Input Notes related to the Expense.

7. Click the New Property button in the Items section. Input the name of the Expense and the price of the Expense. You can create multiple Expense Items within one Expense. 

8. Once you have finished configuring your Expense, click the Save button.

Import

1. Navigate to the Expenses section in Inventory. This section has an icon that looks like a sheet with a $ on it titled Expenses.

2. Click on the File button at the top left of the view, then the Import button.

3. By default, Expenses are imported in the All Category. You can override this and specify a category name to have your Expense Items imported into a unique or existing category.

4. Click the blue spreadsheet icon. This will open the file explorer, and you can select the CSV file you want to import.

5. After configuring the Import Items dialog, click the Import button to add the items to your Expenses.

Export

1. Navigate to the Expenses section in Inventory. This section has an icon that looks like a sheet with a $ on it titled Expenses.

2. Select the Expense items you want to export in the table.

3. Click on the File button at the top left of the view, then the Export button.

4. Click the Yes button to export the Expense Items you selected.

5. View the exported Expense Items file location by clicking the Yes button in the Completed - Export Items dialog. This will open the file explorer with your exported CSV file.