Expenses

Log money going out of the business with receipts, categories, and per-project tracking.

An expense is anything you spend money on, software subscriptions, travel, contractors, rent. Logging them in Nexus keeps your books accurate and lets you tag spend to the project or client it belongs to.

Where it lives

CRM, Expenses. The page has two tabs: Overview (charts and summaries) and Expenses (the list).

Recording an expense

1. Open CRM, Expenses, Expenses tab.
2. Click New Expense.
3. Fill in:
   • Title (required). Example: AWS, March 2026.
   • Amount (required). Minimum 0.01.
   • Currency. Choose from USD, EUR, GBP, INR, AUD, CAD, SGD.
   • Date (required). Date and time picker, defaults to now.
   • Category (optional). Free-text, but the picker offers presets: Travel, Software, Hardware, Office Supplies, Marketing, Utilities, Consulting, Salaries, Rent, Other. You can type anything else.
   • Payment account (optional). Pick one of your active payment accounts. The expense gets attributed there for reporting.
   • Client (optional). Useful for billable expenses.
   • Project (optional). Becomes available once you pick a client.
   • Description (optional). Anything more.
   • Receipts (optional). Upload PDF, PNG, JPG, JPEG, or WebP files. Max 20 MB each, multiple allowed.
4. Click Save.

The list

The expenses list shows the date, title (with paperclip icons if there are receipts), category badge, client/project, amount, payment account, and edit/delete icons.

Filters at the top let you narrow by Client or Account. Click Clear to reset. The total at the bottom updates to reflect any active filters.

Editing or deleting

• Edit: pencil icon on the row, opens the same dialog. Receipts can be added or removed before saving.
• Delete: trash icon. Asks for confirmation. There's no soft-delete, the expense is gone.

Both require Manage Expenses.

The Overview tab

A summary view with a few charts: total expenses for the period, breakdown by category, breakdown by client/project, and a trend line. Use it for a quick read on where money is going.

Permissions

You need Manage Expenses to create, edit, or delete. Viewing the list is open to anyone with workspace access.