Expenses and petty cash
From a receipt on a phone to an approved claim and a recorded reimbursement.
How to use this feature
- Enable Expenses and create an expense with its date, category, amount and supporting details.
- Staff submit reimbursement claims; authorized approvers review them before a payment is recorded. Keep petty-cash movements tied to the appropriate fund.
- Review the claim or expense status before posting or paying. Where Books is enabled, use the linked accounting entries to reconcile the transaction.
