Company expenses
How to keep company costs in CRM, and how cancelling a fixed item leaves history in place while later months stop counting it.
CRM → Finance → Company expenses (/crm/expenses). These are company costs (rent, internet, accounting), not costs attached to a client.
- Open the expenses list.
- Filter by category, type, status (active / ended), or the entry date range.
- Add a cost or open an existing one by clicking the description.
- Fixed — reports use the rate every month from Effective from.
- Variable and one-time — count only in the month of the entry date (for example an electricity invoice).
Rate changes
Section titled “Rate changes”When rent or a subscription changes, do not edit the old amount.
- Row menu → Duplicate as new.
- Set a later Effective from date.
- Keep the same description and category.
- Enter the new amount and save.
Earlier months keep the previous amount. The list total is the rows on screen (it may show several rates); the monthly cost lives in CRM Reports.
Ending a fixed cost
Section titled “Ending a fixed cost”When you cancel something, the item should stop counting in later months, and earlier months should stay.
- Row menu → End from month.
- Pick the first month without this item (for example cancelled from April → April).
- Save. Do not delete the old row.
The same field is on the expense card: Do not count from (month). Empty means no end date.
- Undo end date — clears only the current series end. The current rate counts in reports again. If you previously ended and resumed, the gap months stay empty.
- Resume from month — a new entry in the same series. The form defaults to the first month after the end (or the current month if later). Months between the end and the resume stay empty. Ending again or undoing after a resume keeps that gap. To count the gap months again, add a rate dated inside the gap (same description and category).
- Delete — rewrites report history. Use it only when the row was a mistake.
Variable and one-time items do not need an end date: just do not add another month.
Reports
Section titled “Reports”The monthly summary card in CRM Reports uses the fixed rate in force for that month. An ended item drops out from the chosen month; earlier months stay.