Creating an expense in OFX helps you track business spending, manage reimbursements, and keep your financial records up to date. You can create an expense for out-of-pocket reimbursements or for transactions made with your OFX debit card.

Prerequisites:
Before you create an expense, ensure the following:

• You have the required permission to access the Expenses section.

• If you are submitting a reimbursement, the beneficiary (the person to be reimbursed) must already be set up in your account.

Next Steps:

To create an expense, follow these steps:

1. Log into your OFX account.

2. Navigate to the Expenses tab in the sidebar menu.

3. Click on + Create expense.

4. Choose how to add your expense:

   • Manual entry:
     a. Click Select file and upload your receipt.

     

     
     b. Open the expense from the Open tab.

     

     
     c. The file will be automatically scanned.

     

     
     d. The newly created expense will appear under the Open tab. Click to open. Select the user to be reimbursed (if applicable).

     

     
     e. You will be able to review the scanned expense and details associated with it. Amend the expense details as required. Submit for approval.

     

   • Email capture:
     a. Refer to the following article: Can I create an expense incurred on my OFX debit card by emailing my invoice/receipt?

5. Confirmation:

   • Once submitted, your expense will move to the approval workflow (if required by your organisation).

   • You will receive a notification or see a status update in the Expenses section.

Why is this important:

Recording expenses promptly ensures accurate financial tracking, supports timely reimbursements, and helps your business maintain compliance. Using the correct process for expense creation reduces manual errors and streamlines approvals, making it easier to manage budgets and reporting.

Related FAQ Articles:

• How to create a Reimbursement

• Can I create an expense incurred on my OFX debit card by emailing my invoice/receipt?

• Expenses