Expenses


From the Expenses screen, you can keep track of the petty cash expenses incurred by your store. For example, if you made some payment to a local vendor or paid some bills, you can enter the expense details from this page. (see figure 1)


  1. How to add expenses?
  2. How to make payments against the expense?


1. How to add expenses?


  • From Menu, navigate to Transaction > Expenses.
  • Then tap on the Add icon , (see figure 1)
  • Select Expense date, Voucher date
  • Enter Reference No, Reference date
  • Select category from the list of Expense categories
  • Enter the amount of the expense
  • Select Taxes if applicable any (see figure 2)
  • Enter Net Payable and Payment to (see figure 3)
  • Enter details of the expense if you have any. (see figure 4)
  • If you have any Bill take an picture of the bill and add as attachment and then Save to take you to Payment page. (see figure 4)


(Figure 1 - Add New Expense Screen)


(Figure 2 - Enter Expense details Screen)


(Figure 3 - Enter Expense Details Screen)


(Figure 4 - Enter Expense Detail Screen)



Note: Fields marked in red are mandatory fields.


2. How to make payments against the expense?


On Saving the expense, the payment page will automatically open.


  • Select a payment mode by tapping on it, for example, choose cash or card. (see figure 5)
  • This will open the Payment screen which will show the payment mode along with the cash paid, bill amount and the change.
  • Tap on Payment to complete the flow to finish.
  • New expense record is been created (see figure 6)


(Figure 5 - Payment Mode for Expense Screen)


(Figure 6 - Expenses Record Screen)