In addition to tracking your data at the business level, you can also track it at the client-level.
There are two main ways to add a new client:
- From the Settings menu
- On the mobile app, tap the 3 dots in the top left corner and on the web app, click the gear icon in the top right corner
- Select Clients
- Tap plus sign in top right corner
While entering/tagging an expense
- Tag the expense as business and choose the appropriate business
- Tap the Client field and tap the plus sign in the top right on the mobile app or click the Client field, click +Add New Client, type the client name, and hit enter on your keyboard on the web app