# Create Your First Expense

## Create your first expense

Your first expense should be simple, complete, and easy to review.

### Before you start

Make sure you have:

* the expense date and amount
* a receipt image or file
* the business purpose
* the right category and coding

### Step by step

{% stepper %}
{% step %}

### Open the expense form

Start a new expense from your dashboard or expense area.
{% endstep %}

{% step %}

### Add expense details

Enter the date, amount, merchant, and short business reason.
{% endstep %}

{% step %}

### Add coding and receipt

Choose the right category, department, project, or cost center.

Upload the receipt if required.
{% endstep %}

{% step %}

### Review and submit

Check the totals, notes, and attachments before sending.
{% endstep %}
{% endstepper %}

### After submission

Track the status from your submitted items list.

If the item is returned, update it and resubmit.


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