Every business has expenses, and this feature helps you to track and pay off expenses with a few swift clicks. You can pay expenses from any of your configured accounts and/or cash drawers.
Step 1: Navigate to Cash Handling. Then, tap the corresponding vault or account tab you’d like to use to pay the expense.
Step 2: Tap Add Expense and fill out the expense information card.
- Expense Type: For reporting purposes, you’ll need to create ‘Expense Categories’ before being able to enter an expense. See Creating Expense Categories for more information on how to set up expense categories.
Step 3: Once complete, click Add Expense to create a new entry on the corresponding tab and the Audit Log.
Creating Expense Categories
Establishing expense categories allows you to create consistency in your reporting and ensures funds are being properly allocated to specifically predetermined expenditures.
Step 1: Navigate to Configuration > Config Page > Cash Handling.
Step 2: Select Expense Categories and begin entering your desired expense types. You can create as many as you’d like.
Step 3: Click Add Expense Type to create a new expense category. Any category created here will populate on the ‘Expense Type’ drop-down within the Cash Handling module.
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