Expenses
Learn how to manage expenses in Check Cherry, from tracking costs to automating staff payments. In this video, you’ll see how to add new expenses, organize them by category, and use automated expenses to save time on recurring payments. Perfect for event professionals who want to stay organized, track profits accurately, and understand exactly where their money is going.
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0:00 Hey everyone. In this video, we're going to go over how to manage your expenses inside Check Cherry. You'll learn how to create new expenses, organize them by category, and even automate recurring staff payments. We're going to start by going to sales expenses. This is your expense dashboard. It's where you can view every expense linked to your events.
0:20 You'll see the date, amount, pay, reference, category, and even which booking it's tied to. You can also search for specific expenses or click show to review details. This helps you keep your books organized and understand exactly where your money is going from supplies to staff payments. To add a new expense, click new expense. Here you can choose who you're paying. Either
0:44 enter a specific payee or select one of your staff members. Next, fill out the amount, date, category, and link it to a specific booking if needed. You can also attach receipts or documents for recordkeeping. Once you're done, click save and it's added to your dashboard automatically. Categories make reporting easy. Click the categories tab to view or add categories
1:07 for different types of expenses. Common ones include advertising, supplies, insurance, or staff payments. You can create new categories at any time. Just name it and optionally select a parent category for organization. This keeps your finances clear and helps you analyze where your biggest costs are. One of Check Cherry's most powerful tools is automated expenses. Perfect
1:30 for things like staff payments or recurring costs. You can choose when it should generate on each booking, monthly or yearly and decide whether to base it on the event date or booking confirmation. Then fill in details like the payee reference amount and category. Once saved, every time you get a new booking, that expense will automatically appear in your dashboard.
1:52 Try setting up a few automated expenses today and see how much time you save. And as always, if you have any questions, feel free to reach out to our support staff. We'll be glad to help
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