Branch-scoped expenses

Why track expenses by location

If you run multiple branches, knowing how much each location costs to operate is critical. Branch-scoped expenses let you see the profitability of each location by comparing revenue and expenses on a per-branch basis.

Assigning expenses to a branch

When logging an expense:

1. Create the expense as usual
2. In the Branch field, select which location the expense belongs to
3. Save

If the expense applies to all locations (like a company-wide software subscription), you can leave the branch field empty. These show up as "General" expenses in reports.

Viewing expenses by location

1. Go to Expenses
2. Use the Branch filter to select a specific location
3. The list updates to show only expenses for that branch

You can also compare branches in the Reports section.

Common branch-specific expenses

• Rent and utilities for each location
• Location-specific supplies and inventory
• Local marketing or advertising
• Staff wages at that branch
• Maintenance and repairs

Shared vs. location-specific costs

Some expenses are shared across the business:

• Company-wide software subscriptions
• Accounting and legal fees
• Central marketing campaigns
• Insurance for the whole business

For shared expenses, either leave the branch blank or create a "Headquarters" or "General" branch to assign them to.

Branch profitability reports

With branch-scoped expenses, you can see each location's profitability:

• Revenue per branch (from orders and bookings)
• Expenses per branch
• Net profit per branch

This data helps you make decisions about expanding, closing, or investing in specific locations.