Overview
Expenses represent costs associated with individual employees — things like technology fees, marketing spend, licensing costs, or any other deduction that should be tracked against an employee’s profitability. Each expense belongs to exactly one employee and carries an amount, an optional date, and an optional note.Adding an Expense
Navigate to Expenses from the sidebar, then click Add Expense to open the expense form.Required Fields
Optional Fields
After filling in the fields, click Add Expense. You will be redirected back to the expense list.
Viewing the Expense List
The main Expenses page displays all expenses for your company in a paginated table, sorted by date in descending order (most recent first). The table shows the following columns:Pagination
Results are paginated with a default page size of 25 items. The page size can range from 10 to 100. Use the pagination controls at the bottom of the table to navigate between pages.Filtering Expenses
Use the filter controls above the expense table to narrow down the list.Available Filters
Changing any filter resets the page back to page 1. Click Clear Filters to remove all active filters.
Deleting an Expense
Click the trash icon on any expense row to delete it. A confirmation dialog will appear asking you to confirm, since deletion cannot be undone.Expenses and Pay Periods
Expenses can be associated with pay periods, which ties them into commission run calculations. When an expense is linked to a pay period:- It appears in the Expenses tab during commission runs.
- It is included in payroll summaries alongside commission payouts.
- It is factored into profitability calculations for that period.
Viewing Expenses in a Pay Period
During a commission run, the Expenses tab shows all expenses assigned to that pay period in a table with columns for Date, Employee, Note, and Amount. A total row at the bottom sums all expense amounts.Manually Unassigning Expenses
If an expense was incorrectly associated with a pay period, it can be manually unassigned. Unassigned expenses will not be automatically re-assigned to the same pay period.Expenses in Analytics
Expenses feed into the Analytics > Profitability module, where they are combined with commission payouts and loan revenue to calculate:- Total Expenses — Sum of all expenses in the selected period.
- Net Profit — Revenue minus commissions minus expenses.
- Profit Margin — Net profit as a percentage of revenue.
- Cost Per Loan — Total costs (commissions + expenses) divided by loan count.
- Monthly P&L — Month-by-month breakdown of revenue, commissions, expenses, and net profit.
- By LO / By Branch — Profitability breakdowns that include expense allocations per loan officer and branch.