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Open Expense and choose New. Confirm the expense date and time. Select the payee, or add a new payee. Select the payment method. Enter the expense amount. Choose whether to Pay From Register. Choose whether to print an expense receipt. Attach a bill or proof o...

Select the person or organization receiving the payment, then choose how the business paid. Open the Payee list and select the correct record. If the payee is missing, choose Add New Payee, save it, and then select it. Choose the actual payment method used for...

Use Pay From Register when the expense is paid through the active register workflow and should be reflected in its cash or payment activity. Create the expense normally. Select the payee, payment method, and amount. Turn on Pay From Register. Choose Pay and Sa...

Begin creating the expense. Turn on Print Receipt. Complete and save the expense. Review the expense receipt and use the available print action. The expense receipt provides an internal record of the entered transaction. It is separate from a vendor’s invoice ...

While creating the expense, find Attachment. Select Attach File. Choose the image or supported document representing the bill, invoice, or payment proof. Review the attachment entry. Remove an incorrect file before saving if necessary. Save the expense. Attach...

On the expense form, expand Other Options. Enter a Reference Number, such as a vendor invoice, check number, bank confirmation, or transaction ID. Select the expense category, or add a new category. Enter a useful description. Save the expense. A strong descri...

Open the Expense module. Use the date-range selector to choose the period. Select one or more payees to narrow the list. Use the search field for matching visible information. If needed, choose the one-time all-dates search option. Review the date, employee, p...

View the expense receipt Find the expense in history. Select its numbered receipt link or open the action menu. Choose View Receipt. View attachments Select the attachment-count indicator on the expense row. Choose the attachment from the list. Review it in th...

Open Expense History. Find the expense using date, payee, or search filters. Open the row’s action menu and choose Edit. Correct the necessary fields. Review the payee, payment method, amount, funding source, category, and supporting details. Save the changes....

Deleting an expense changes expense history and can change financial totals. Confirm that the record is truly incorrect or duplicated before continuing. Find the expense in history. Open its action menu. Choose Delete. If the expense is linked to a Pay transac...

The payee is missing Choose Add New Payee, save the record, and then select it. The expense will not save Confirm the payee, payment method, and positive amount are complete. Review any validation message. The expense is not in the expected period Check its en...

Revenue and gross profit do not tell the full story. Operating expenses reduce the amount the business actually keeps. In simplified terms: Net profit or loss = gross profit − recorded operating expenses RepairNest POS uses the expense records available to the...

Open Reports. Find the financial reports and choose Expense. Select the reporting date or period. Review expense totals and details. Compare payees, categories, payment methods, and time periods as available. Open the related expense record when supporting det...

Expense tracking is most valuable when it leads to action. Compare recurring costs from month to month. Review spending by category to find rising overhead. Compare payroll and staffing costs with sales trends. Check whether marketing costs are producing enoug...

Enter every legitimate operating expense. Use the actual expense date. Avoid duplicate payees, categories, and transactions. Classify the same kind of cost consistently. Record the correct amount and payment method. Attach receipts or bills for verification. R...

Cash Management helps you explain every movement of physical money in and out of a register drawer during a shift. Use these tools Add Cash (Cash Drop): record money placed into the drawer. Cash Pickup: record money removed from the drawer during the shift. Ca...

Each cash-control action answers a different question: Add Cash: Why did the drawer gain physical cash outside normal cash sales? Cash Pickup: Why did the drawer lose physical cash before shift close? Cash Count: Did the physical cash match the system at this ...

Without cash-control records, a manager may see an unexpected closing amount but have no reliable explanation for money added, removed, or counted during the day. Benefits Reduce the amount of cash exposed in a busy drawer. Preserve an audit trail for addition...