Logging
ComputerQuick actions at the top of the sidebar, then Log an expense and Scan a receipt.
PhoneOpen Home, then + New, Log an expense and Scan a receipt. Point the camera at the receipt or drop in a photo and DeskOps reads it — the supplier, the total, the date, the likely category — and fills the expense in for you to check and save. The image is kept with the expense as evidence, which is what an accountant wants when a number is questioned. Reading is done by Anthropic's Claude for that one request; the receipt is not used for anything else.
Logging
ComputerOpen Home, then Needs Attention. Split the payment, for a loan payment from your bank; Expenses, then Loan payment splits to change a lender's split; Quick actions at the top of the sidebar, then Log an expense, for one you paid in cash; Taxes, then Depreciation for the truck itself. PhoneOpen Expenses, then Loan payment splits. + New, then Log an expense; Taxes, then Accountant tools, then Depreciation. A loan payment is part principal and part interest, and only the interest is an expense. A payment that comes through your connected bank is not counted whole: it is held out of your totals and DeskOps asks how much of it was interest. Answer once per lender and every later payment to them is split the same way. A loan payment that arrived from your accounting system stays counted the way your books have it, and Needs Attention flags that it includes principal. If you log one by hand, enter only the interest part as the expense. The truck itself is not an expense: it belongs on the Depreciation worksheet on the Taxes page, where the cost is spread over the years the IRS allows. How much of a loan payment counts against your tax is a question for your accountant; DeskOps shows the estimate and the worksheets, and files nothing.
Logging
ComputerOpen Expenses, then Loan payment splits. PhoneOpen Expenses, then Loan payment splits. Loan-account draws, repayments and interest accrual describe your borrowing.
DeskOps leaves that account's activity out of revenue and expenses so it does
not count the same payment twice. Use the payment from your checking account
to split principal and interest. A credit-card cash advance is borrowing too;
ordinary card purchases and separately charged fees still appear as expenses,
and merchant refunds reduce them.
Logging
ComputerOpen Expenses, then the category on each row. Settings, then Expense categories for which ones count as job costs. PhoneOpen Expenses, then the row. Settings, then Expense categories. The categories a tax return actually asks for — materials, contractor pay, employee wages, vehicle, tools, insurance, advertising and so on. A bank or card charge arrives already categorised; a hand-logged one takes the category you pick. The same categories feed three things at once: the Schedule C mapping on the Taxes page, the margin calculation, and the Business Health expense ratio — so re-categorising one expense moves all three, and the categories you mark as job costs in Settings decide what counts as cost of goods.
Logging
ComputerOpen Home, then Needs Attention and Answer. Phonenot on the phone yet, the phone has no Needs Attention list, so answer it on a computer (Home, then Needs Attention, then Answer).
Contractor pay and employee wages go on different lines of your tax return — contractors on Schedule C line 11 and usually a 1099-NEC, employees on line 26 with a W-2 from payroll — and only employee wages count toward the wage limit on the qualified business income deduction. A payment that just says "labor" does not say which, so DeskOps never guesses: it still counts as an expense, labelled "type not confirmed" and marked "11 or 26" — never one line alone — in the Taxes breakdown and the accountant's files. You answer once for each person, and every payment to them — past ones in open months and every later one — is filed that way. When you log a new payment, pick Contractor pay or Employee wages and there is nothing to answer.
