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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

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

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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.

Lexzur new page > How to log an Expense from my Petty Cash > image-2024-1-26_10-35-57.png

To know more about managing expenses, click here.

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

Thank you!