Boulevard comes with predefined categories in expenses, all of which can be modified or removed except for Bank Charges and Postage. Boulevard automatically creates expense entries in those categories when credit card charges are processed in Credit Receivables, or a product order is received into inventory. Additional categories can be added based on the needs of your business.
From the Business Tools menu, select Expenses (or from the Reports - Tools group on the main toolbar, select 
Expenses).
Important Note: Deleting or editing category names will un-link them from previously entered expense entries. To correct this, either re-assign the expense entry to a different category or re-add the previous category name exactly as it was originally created.
The Bank Charges and Postage categories cannot be deleted as they are used by Boulevard internally for recording credit card fees and shipping charges associated with inventory orders.
- From the expense toolbar, click
and from the drop-down options listed, select Categories. View - To add a category, scroll to the bottom of the list, and using a new row, fill in all applicable fields.
- To delete a category, select the row, then choose
Item Delete - When finished, click
OK to accept and close the form.
- Name: The category label used when reports are generated
- Description: A short explanation of the types of entries
- Unit: Unit of measure (currency, miles, kilometers, etc.)
- Type: Type of entry; expense or income
- Deductible % (Canada only): The percentage of GST that is deductible, if marked as claimable, on the expense entry (Enter the percentage amount of the GST that is deductible for each category to correctly reflect on the GST/HST Return for Registrants worksheet.)
- Business Tracking: The tracking category associated with the Business Tracking Register, also referred to as the BTR (set to <none> by default).
Suggested Categories
Name |
Description |
Unit |
Type |
Business Tracking |
| Advertising | Advertising & Promotion | $ | Expense | <none> |
| Auto Maint | Auto Main/Gas/Parking | $ | Expense | <none> |
| Auto Mileage | Trip Log Mileage | miles | Expense | <none> |
| Bad Debt | Accounts Uncollectable | $ | Expense | <none> |
| Bank Charges | Bank or Credit Card Fees | $ | Expense | <none> |
| Charity | Charity Donations | $ | Expense | <none> |
| Commissions | Commissions Earned | $ | Income | <none> |
| Dues & Fees | Dues, Fees, Subscriptions | $ | Expense | <none> |
| Education | Education & Research | $ | Expense | <none> |
| Entertainment | Entertainment | $ | Expense | <none> |
| Equipment | Equipment | $ | Expense | <none> |
| Expired/Lost | Expired/Lost/Damaged Product | $ | Expense | <none> |
| Gifts | Business Gifts Given | $ | Expense | <none> |
| Health Ins. | Self-Emp Health Insurance | $ | Expense | <none> |
| Interest | Loan or CC Interest | $ | Expense | <none> |
| Legal/Prof Fees | Legal/Profess/Acct Fees | $ | Expense | <none> |
| Liability Ins. | Liability/Prod. Insurance | $ | Expense | <none> |
| Meals | Meals | $ | Expense | <none> |
| Miscellaneous | Miscellaneous | $ | Expense | <none> |
| Office Supplies | Office/Business Supplies | $ | Expense | <none> |
| Phone | Phone | $ | Expense | <none> |
| Postage | Postage/Freight/Shipping | $ | Expense | <none> |
| Product | Product Purchased | $ | Expense | <none> |
| Rent/Utilities | Office Rent & Utilities | $ | Expense | <none> |
| Repairs | Repairs & Maintenance | $ | Expense | <none> |
| Retirement | Retirement contribution | $ | Expense | <none> |
| Sales Tax | Sales Tax | $ | Expense | <none> |
| Supplies (COG) | Supplies Cost of Goods | $ | Expense | <none> |
| Tax/Licenses | Business Tax & Licenses | $ | Expense | <none> |
| Travel | Travel & Transportation | $ | Expense | <none> |
| Wages Paid | Wages Paid | $ | Expense | <none> |
- From the expense toolbar, click and from the drop-down options, select Payees.
- To edit a payee, locate the payee from the list and make any necessary changes.
- To delete a payee, select the row, then choose Delete
- When finished, click OK to accept and close the form.
Tip: To add a payee, scroll to the bottom of the list, and using a new row, enter the new payee name (Payees can also be added by typing directly in the Pay To field when creating a new expense entry).
Expense entry information can be grouped and viewed using the following filters: Date Range (defaults to current year sorted in descending order), Payee, Amount, Check #, or Category
Additional Information:
Note: Main Street cannot give tax advice, only general suggestions. Please seek advice from your tax professional on how to handle individual expenses and income.