sycamore

log an expense from the quick-action overlay

anywhere in the suite, the quick-action menu has a "log expense" shortcut. handy for catching a cash purchase the moment it happens — before you forget.

3 steps~2 min
  1. 1

    tap the dashboard quick-action

    the quick-action menu surfaces "log expense" alongside "new invoice," "new estimate," "new contact".

  2. 2

    fill in the form

    date, amount, vendor, category. same form as the in-sycamore version.

  3. 3

    save

    the expense lands in sycamore and the p&l re-aggregates next time you open it. you stay where you were in the suite.

    tip

    phone-first habit: when you pay for something in cash, open the suite, tap quick-action, log it. doing it the same hour means you never forget.

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