Objectives
- Record expenses
- Manage your expenses
Environment
- Money Module
Procedure
- using my petty cash
Steps
To access the list of your expenses, simply click on More near the Create button, then Click on the two arrows near Add button, then go to My Expenses.
In From "My Expenses, I can Record ", you can view the expenses related to your allowed accounts, and you can record any new Expenses from the Tools button.
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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,Mandatory fields are:
- Expense Category: the category of the expenses
- Payment Method: how this expense is paid
- Paid Through: the account you use for payment payment, here you can add your Petty Cash Account
- Amount: the amount paid
- Paid On: the date of the payment.
And click on Save.
From the Paid Through choose the "Petty Cash" account:
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To know more about how to create Petty Cash Accounts for team members. Click here. |
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To know more about managing expenses, click here. |
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