The information in this article is accessible only by Admin and TC users in Sisu.
Topics in this article:
Tracking General Expenses vs. Lead Source Expenses
Expenses can be tracked in two places in Sisu:
Additionally, they are not connected. The video below explains further:
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
Additional information on tracking Lead Source Expenses can be found in this KB article.
Creating Expense Categories / Recipients
Categories and Recipients are created when Expenses are created. Here's how:
Navigate to Admin > Expenses.
In the menu on the left, click Expenses.
Click the Add New Expense button.
Fill out the following fields:
Amount
Date
Category: Any previously created Categories will appear in the dropdown selection. If the Category you're needing isn't available just type it in the field and the Category will be automatically created when the Expense is created!
Recipient: Any previously created Recipients will appear in the dropdown selection. If the Recipient you're needing isn't available just type it in the field and the Recipient will be automatically created when the Expense is created!
Click Add.
Creating Recurring Expenses
Navigate to Admin > Expenses.
In the menu on the left, click Recipients.
Click Edit to the right of the Recipient you'd like to make recurring.
Note: If the Recipient doesn't already exist follow the steps here.
Click the Recurring drop-down and select Monthly.
Fill out the rest of the fields and then click Update.
How To Stop A Recurring Expense
Navigate to Admin > Expenses.
In the menu on the left, click Recipients.
Click the Edit button to the right of the Recipient.
Click the Recurring drop-down and select Not Recurring.
Click Update.