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The Digital Agency Operating System
Setup

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Expenses Setup

Setup your expenses and categories

Billing Frequencies

Name
Description
1
User Monthly
A per user per monthly billing
2
User Annual
A per user annual billing
3
Monthly
A flat monthly rate
4
Monthly Annual
An annual rate based on a discounted monthly rate
5
Annual
A flat annual rate
6
Adhoc
A pay-per-use adhoc billing
There are no rows in this table
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⁠

Expense Categories

Expense categories group bills, and allocate them to a department in your organization.
⁠
Clear Expense Categories
⁠
⁠
Name
Departments
1
Collaboration
Marketing
2
Communication
Marketing
3
Design
Design
4
Development
Operations
5
Education
Marketing
6
Finance
HR
7
Hosting
HR
8
Insurance
HR
9
Marketing
Marketing
10
Rent
HR
11
Sales
Sales
There are no rows in this table
⁠
⁠

Expense Providers

In this section, we are going to set up your Expense Providers. These are the companies and organizations that provides products and services you subscribe to and pay on a regular basis to run your business. These can include your email provider, hosting provider, collaboration tools provider, etc.
⁠
Clear Expense Providers
⁠
⁠
Expense Provider Setup
1
Name
Category
Currency
Billing
Sales Tax
1
Google
Collaboration
CAD
User Monthly
QST
2
Slack
Collaboration
USD
User Monthly
​
3
Asana
Collaboration
USD
User Annual
​
4
1Password
Collaboration
USD
User Annual
GST
5
Microsoft Office
Collaboration
USD
Annual
​
6
Apple
Collaboration
CAD
Monthly
GST
QST
7
⁠
Coda.io
⁠
Collaboration
USD
User Annual
​
8
Miro
Collaboration
USD
User Annual
​
9
Figma
Design
USD
User Monthly
​
10
Adobe CC
Design
USD
User Monthly
GST
QST
11
Noun Project
Design
USD
Annual
​
12
RawPixel
Design
USD
Annual
​
13
Udemy
Education
USD
User Monthly
GST
QST
14
Quickbooks
Finance
CAD
Monthly
GST
QST
15
DigitalOcean
Hosting
USD
Monthly
GST
QST
16
Manulife
Insurance
CAD
Monthly
​
17
Office Building
Rent
CAD
Monthly
GST
QST
18
Pandadoc
Sales
USD
User Annual
​
There are no rows in this table
⁠

⁠
ok

You’re on a roll!

You have just completed setting up your Expense information.
Now proceed to your
Opportunities Setup
⁠

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