Expenses

The Expenses form is used to perform the following operations with your expenses:

• Enter and save expenses
• View expenses for the selected date or period

Opening Expenses Form

To open the Expenses form, in CStoreOffice® main page, go to Data Entry > Cash Reconciliation > Expenses.

Entering Expenses

This option is permission-based. Before entering expenses, make sure the Allow users to set up Expenses permission is granted to your user in CStoreOffice®. Otherwise, the Expenses form is available only in the view mode. For details, see Granting Role Permissions to Roles and Users.

To enter your expenses in the Expenses form, follow the steps:

1. Click Add New Row to add an expense. When the form opens, an empty expense row is added automatically.



2. Specify the expense data:



3. Date: Specify the expense date.
4. Company Name: Select the company, to which the expanse shall be written.
5. Expense Account: Select the expense account from the list of available accounts.
6. Purpose: Enter the expense purpose.
7. Subtotal: The amount of the expense (excluding taxes).
8. Taxes: Specify applicable sales taxes. To turn off a specific tax, turn off the switch next to the tax amount.



9. Total amount: The total expense amount, automatically calculated as a sum of the Subtotal amount and all tax amounts. This field is for reference only, you cannot modify it.
10. Method of Payment: Select the method of payment from the list of available methods.
3. Click the Save button above the report to save entered expenses.

Viewing Expenses Data

You can view the expenses information in the following ways:

• For a specific date: Using the Expenses form.
• For the selected period: Using the Expenses report.

Viewing Expenses for Specific Date

To view expenses for a specific date, select a date at the top of the Expenses form.

At the bottom of the Expenses form, you can view the following total data:

• Expenses Today: Displays the total and cash only spent amount for the selected date
• Expenses MTD: Displays the total spent and cash only spent amount from the beginning of current month until selected date

Viewing Expenses for Selected Period

To view expenses for the selected period, go to Data Entry > Cash Reconciliation > Expenses and click Expenses Report in the Related Links section.

For more information on how to work with the Expenses report, go to Expenses Report.