Running a business means juggling many expenses—marketing, logistics, operations, and more. If costs are scattered across emails, spreadsheets, and files, it’s hard to see your real profits.
Use the Cost Section when you want to see how much you’re really making after all expenses. Setting it up helps you understand every dollar you earn and spend, across every sales channel.
What you gain:
See true profits after every expense
Analyze spending in different categories
Make faster, smarter decisions
Spend less time on manual tracking
Video Walkthrough
Watch how to add costs in Vision:
How to Add a New Cost in Vision
Follow these easy steps to log your business expense and update your real profit numbers:
1. Log in and go to the Cost Section
Open Vision and log in with your email and password.
Once inside, look at the left navigation bar.
Click on "Cost Section" from the left nav menu.
📝
Note: If you don't see the Cost Section in the left nav, check with your admin — you may need the right access permissions.
2. Click 'Add a new cost'
Look for the “Add a new cost” button in the Cost Section.
3. Upload your invoice
Drag and drop your invoice file OR click “Browse” to upload from your computer.
Vision reads and fills in the details using AI.
Note : Supported invoice files are PDF, JPG, and PNG formats.
Warning : If Vision can’t read the invoice, you can fill in the details yourself.
3. Enter the expense name
Type a clear name for this cost (example: “Facebook Ads March”).
4. Select expense type
Pick the right category for this expense, like Marketing, Logistics, or Operations.
💡 Tip: Choosing the right expense type helps your reports stay accurate.
5. Enter the amount
Fill in the exact amount incurred for this expense.
6. Set the date range
Choose the start and end dates when this expense was billed or used.
Pick the correct dates—expenses will show in analytics for this time. Double-check before saving.
7. Click 'Add cost'
When all details are correct, click “Add cost” to save.
Tips & Notes
Always double-check these fields for accuracy.
If manual entry is needed, the system will tell you.
You can always edit or delete costs later if you make a mistake.
Need Help?
Still stuck? Reach out to our support team at vision@marmeto.com or use the chat widget inside Vision dashboard. We’re here to help!