Expenses and Profit in Pulse - Recording Costs and Analysing Your Business
How to record business expenses, organise them by category and supplier, link them to purchase orders, and use the Company Analysis dashboard to see your real revenue, gross profit, expenses, and net profit.
Pulse · 16 Jun 2026
Pulse keeps the cost side of your business as close as the revenue side. The Expenses module lets you record operational costs with categories, supplier links, and receipt uploads. The Company Analysis dashboard then combines those expenses with your revenue and cost of goods to show the full profit picture.
What this playlist covers
This playlist explains how to record expenses in Pulse, how to use and customise expense categories, how purchase order receipts can automatically create expense records, and how to read the Company Analysis dashboard to understand your gross profit, expense load, and net profit.
Expenses and revenue are separate in Pulse
Revenue comes from paid invoices and payment requests. Expenses are operational costs you record manually (or auto-create from purchase orders). The analysis dashboard combines these two streams with your cost of goods to give you a complete profit and loss view.
Who should read this
Read this playlist if you record business costs, track where money is spent, want to understand profit margins, or need a monthly overview of revenue versus costs.
Frequently asked questions
Does Pulse automatically import bank transactions as expenses?
No. Expenses are entered manually by team members, or created automatically when a purchase order delivery is received. There is no bank feed or automatic import.
Is there an Expenses tab inside each project?
No. Expenses live in the top-level Expenses module and are not embedded per project. The link between expenses and projects is through the supplier and purchase order fields, or through the analysis dashboard where revenue can be tracked per project.