Objectives
- Record expenses using my petty cash
Steps
To access the list of your expenses, simply click on More near the Create button, then My Expenses.
From "My Expenses", you can view the expenses related to your allowed accounts, and you can record any new Expenses from the Tools button.
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
| Info |
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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,
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| Tip |
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To know more about how to create Petty Cash Accounts for team members. Click here. |
| Tip |
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To know more about managing expenses, click here. |
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