USE CASE

Expenses & payment records

Choose a ledger around the relationship and the decisions involved. Reviewing a shared expense is a different task from recording a customer payment. Neither workflow substitutes for making a payment through your usual payment method.

Review a shared expense

Shared Ledger separates proposed entries, review decisions and repayments. It is intended for co-parents who already have an arrangement for dividing costs.

Keep a job balance

Trade Ledger groups charges, materials, discounts and payments around a job. Keep work notes separate from amounts you have actually chosen to charge.

Keep the context

Record the date, reason and relevant supporting material. When exporting or sharing a record, check its period and status so a pending amount is not presented as settled.

Applications for this activity

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