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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...

Cash additions, pickups, and manual cash counts belong to the selected cash drawer and its open shift. If shifts are required and no shift is open, the POS prompts you to open one first. Select the physical cash drawer you are working with. Confirm that drawer...

Use the correct drawer and shift. Require the responsible employee to identify themselves. Add a useful note explaining unusual cash movement. Count pickups before removing them from the counter. Keep the approved starting float in the drawer. Perform schedule...

Add Cash records physical money placed into the selected cash drawer outside normal cash sales. Some stores refer to this as a cash drop into the register. Examples include adding a fresh float, returning authorized cash to the drawer, or placing money from a ...

Select the correct cash drawer and confirm its shift is open. Open Review → Cash → Add Cash. Review the current Cash in Drawer. Enter the amount being physically placed into the drawer. Enter a note explaining the source or reason. Save the Add Cash entry. Con...

Use Add Cash only when the drawer physically receives money that is not already explained by a normal register transaction. Appropriate examples Adding an approved starting or supplemental float Returning previously removed store cash to the drawer Adding cash...

Open the Add Cash list or history. Find the entry by date, drawer, employee, amount, or note. Review it against the physical event and supporting records. Edit only to correct an authorized mistake. Delete only a duplicate or invalid entry after confirming the...