Resale, personal, or expense
Keep purchases intended for resale in business inventory. Mark personal orders as personal to retain tracking while excluding them from business totals. Use Add as expense for a business cost that should not remain unsold stock.
Keep the source
An order classified as an expense keeps its receipt and tracking. Review the amount and category in Selling → Expenses. Check for an existing statement entry for the same purchase before counting the cost again.
Check currency
Review the currency shown on the source receipt and the imported order, especially for international stores. A dollar symbol alone does not distinguish CAD from USD.
Review tax records
Check tax amounts against the receipt and review the breakdown in Sales tax. An expense total alone does not establish which taxes were charged or which credits can be claimed. Keep supporting receipts and review classifications before relying on reports.
Import a statement
Open Selling → Expenses → Import statement. Review the extracted entries, dates, and amounts before saving, and check existing orders or expenses for duplicates.