Help centre · Finance

Expenses paid from cash or the bank

Record money you pay out for the shop, such as transport, labour, repairs or a bill, as you pay it. It goes into your accounts at once.

Who can do this: Seeing expenses needs View accounts. Recording and voiding them needs Record expenses (Tenant admin and Store manager by default).

Record an expense

The expense is booked at once: the expense goes up and the cash or bank goes down, so the profit and loss and the cash flow are right the same day. Each one gets a number, like EX-000001.

  1. Go to Finance → Expenses and press Record an expense.
  2. Choose What for (the kind of expense) and type the Amount.
  3. Choose Paid from: the cash drawer or the bank account the money came out of.
  4. Add who you paid and a note if you like, and press Save.

A month at a glance

Choose a month to see what was paid out in it, newest first, with the month's total. Costs added on a sales order are listed here too, with the order's number.

A mistake

Press Void on the expense and say why. It comes out of the accounts and stays listed as void with your reason, so nothing is lost.

See also

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