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Track money leaving the business to maintain an accurate profit and loss statement.

Recording Expenses

  • Petty Cash: Register withdrawals for small purchases.
  • Bills: Payments for services (e.g., window cleaning).
  • Vendor Pay: Cash on delivery payments to suppliers.

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Adding an Expense

1

Navigate

Go to Payments > Expenses.
Expense Log
2

New Expense

  1. Click Add Expense.
  2. Enter Title, Category, and Amount.
  3. Set Expense Date and (if needed) payment/due dates.
  4. Set Payment Status and Payment Method.
  5. Add description and optional receipt file.
Expense Form
3

Save and Track

Save the expense, then use filters/search to review, edit, or delete records.
Paid expenses are included in reports, including the Daily Closing Report.

Expense Categories

Manage types

Shift Management

Check drawer balance