Operations2 min read
Expenses & tasks
Back-office tracking for costs and daily operations.
Expenses and tasks keep back-office work inside StokUp instead of scattered notes. Expenses roll into Profit & Loss and cash flow reports automatically. Tasks give teams a lightweight checklist for daily store operations.
Recording expenses
- 1Open Expenses from the sidebar.
- 2Click Add expense — enter amount, category, date, and optional description.
- 3Attach a receipt photo if your plan supports file uploads.
- 4Save — the expense appears immediately in P&L and cash flow reports.
Expense categories
| Category | Examples |
|---|---|
| Rent & utilities | Shop rent, electricity, internet |
| Payroll | Staff wages and bonuses |
| Supplies | Packaging, cleaning, office items |
| Marketing | Ads, flyers, influencer fees |
| Transport | Delivery fuel, rider payments, logistics |
| Other | One-off costs that don't fit elsewhere |
Custom categories
Create custom categories under Settings → Expenses so your P&L matches how your accountant expects costs grouped.
Tasks
Tasks are simple to-do items with assignees and due dates. Use them for opening/closing checklists, restock reminders, supplier follow-ups, or anything that needs accountability.
- Create a task with title, assignee, due date, and priority
- Mark complete when done — completed tasks stay in history
- Filter by assignee or status on the Tasks board
- Managers can review overdue tasks at a glance
Log recurring expenses (rent, subscriptions) on the same day each month — it makes month-over-month P&L comparison cleaner.
Expenses → /dashboard/expenses · Tasks → /dashboard/tasksStill need help?
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