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Cash Management: Complete Guide
Cash Management helps you explain every movement of physical money in and out of a register drawe...
How to Keep Profit & Loss Results Accurate
Enter every legitimate operating expense. Use the actual expense date. Avoid duplicate payees, ca...
How to Use Expenses to Improve Business Decisions
Expense tracking is most valuable when it leads to action. Compare recurring costs from month to ...
How to Review the Expense Report
Open Reports. Find the financial reports and choose Expense. Select the reporting date or period....
How Expenses Affect Profit & Loss
Revenue and gross profit do not tell the full story. Operating expenses reduce the amount the bus...
Expense Module Troubleshooting
The payee is missing Choose Add New Payee, save the record, and then select it. The expense will ...
How to Delete an Expense Safely
Deleting an expense changes expense history and can change financial totals. Confirm that the rec...
How to Edit an Existing Expense
Open Expense History. Find the expense using date, payee, or search filters. Open the row’s actio...
How to View an Expense Receipt or Attachment
View the expense receipt Find the expense in history. Select its numbered receipt link or open th...
How to View and Search Expense History
Open the Expense module. Use the date-range selector to choose the period. Select one or more pay...
How to Add a Reference, Category, and Description
On the expense form, expand Other Options. Enter a Reference Number, such as a vendor invoice, ch...
How to Attach a Bill or Proof of Payment
While creating the expense, find Attachment. Select Attach File. Choose the image or supported do...
How to Print an Expense Receipt
Begin creating the expense. Turn on Print Receipt. Complete and save the expense. Review the expe...
How to Pay an Expense From the Register
Use Pay From Register when the expense is paid through the active register workflow and should be...
How to Select a Payee and Payment Method
Select the person or organization receiving the payment, then choose how the business paid. Open ...
How to Create an Expense
Open Expense and choose New. Confirm the expense date and time. Select the payee, or add a new pa...
How to Choose Useful Expense Categories
Categories should be broad enough to reuse but specific enough to support decisions. Good structu...
How to Edit or Remove a Payee
Open Expense → Payees. Find the payee. Choose the edit action to update the name, contact details...
How to Create an Expense Category
Open the Expense module and go to Categories, or expand Other Options while creating an expense a...
How to Create an Expense Payee
Open the Expense module and go to Payees, or choose Add New Payee while creating an expense. Ente...