Add or Delete an Expense Entry
Automatic expense entries can be created for shipping on received product orders, credit card processing fees, and any recurring expenses. Manual entries may also be added, and existing entries can be edited (or deleted) as needed.
From the main toolbar, select 
Expenses (or from the Business Tools menu, select Expenses).
Add a New Entry
- From the Expense toolbar, click
to create a new entry. - Enter the applicable information, such as Pay To, Memo, Check #, Date, and Amount.
- From the Category drop-down list, select the appropriate category, or select the Split button to create an entry that includes multiple categories.
- When finished, select Save or Save & New to add another entry.
Canadian Specific
If you have registered with a Business Number, complete the following fields when entering an expense:
- GST: Enter the amount of GST paid (This field is disabled if no GST registration number has been entered in the Preferences under the Tax tab).
- GST Claimable: If this transaction can be claimed on your GST/HST Return for Registrants, select this option.
Boulevard will apply the deductible percentage for this income/expense category from the Expense Categories form and add it to the GST/HST Return for Registrants form.
Delete an Entry
- If needed, in the Date Range field on the Filter sidebar, click . . . to select a quick date option.
- To further filter, select from the options listed under Payee, Amount, Check #, or Category.
- From the expense entries shown, select the expense to be deleted. Then, from the expense toolbar, select
. - Select Yes to confirm the deletion.
An expense entry can only be deleted if you are not editing or creating a new expense. If necessary, click Cancel or Save to adjust the range.
Additional Information:
- To view the entry created, click
or 
to navigate, or in the Date Range field, click ... then select the date range. - Click
to access settings such as Auto-Fill by Payee, Categories, or Payees. - If the previously entered transaction for the current Payee was split, but the new transaction is not, see Create or Clear a Split Expense.
- Expense Reports
- Find and Edit an Expense Entry