How to log an Expense from my Petty Cash

If you're inside the Billing Module you can access Expenses from the Purchases section.

So to add a new Expense simply go to Purchases→ Expenses→ Add Expense

You can add expenses anytime from the Create button in the main menu as well.

To create a new expense from your petty cash, fill out the mandatory fields,

Expense Category: the category of the expenses
Payment Method: how this expense is paid
Paid Through: the account you use for payment, here you can add your Petty Cash Account
Amount: the amount paid
Paid On: the date of the payment.

To know more about how to create Petty Cash Accounts for team members. Click here.

To know more about managing expenses, click here.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com .

Thank you!

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