Expenses & Products

Track spending, recurring bills, and your catalog

This section covers money going out, and the catalog that speeds up money coming in.

Tracking expenses records what you spend, with receipts attached, categorised, and optionally tagged to a project or a piece of equipment — which is what makes job-level profit and equipment ROI possible later. Vendors and categories is the structure underneath: who you pay and what kind of cost it is.

Recurring bills handles the predictable ones — insurance, software, a van lease — so a renewal is something you planned for rather than something you discover. These are bills you pay, not invoices you send; Velosiq has no recurring billing for clients.

The products and services catalog is the other half. Price your usual work once, then pull those lines into invoices and proposals instead of retyping them and hoping the number matches what you quoted last time.

Expense tracking, recurring bills and the profit reporting they feed are available on the Business and Team plans.

Articles in Expenses & Products

• Track expenses — Record business spending with vendors, categories, receipts, client job-costing, and billable flags.
• Recurring bills — Track rent, insurance, subscriptions and loan payments on a schedule — record or skip each cycle with a single click.
• Vendors and categories — Organize expenses with a vendor list carrying default categories, plus colour-coded expense categories that make reports readable.
• Products & services catalog — Build a price list of what you sell — items, labour and services — with a live margin preview and one-pick invoicing.