Record an expense

Record an expense of the center with its category, so it shows in the reports.

Before you start

• Sign in as “Accountant”. Expenses are recorded by the accountant and the founder.

Steps

1. Open “Finance” and scroll down to the form “Record transaction”.
2. Tap “Expenses”.
3. In “Category”, choose the category, for example “Supplies”.
4. In “Amount (₼)”, type the amount.
5. Under “Payment method”, choose “Cash” or “Card”.
6. If you paid someone who is not in the system, type the name in “Name (outside the system)”. If you paid a member of staff in the system, choose them in “Person in the system”.
7. If you like, write a note in “Note (optional)”.
8. Press “Record transaction”. The page says “Expense recorded”.

Result

The expense appears in the list and in the reports: the amount under “Expenses this month” goes up.

If something looks different

• If the amount is wrong, correct or void the expense in the list: Correct or void an entry.
• A recorded expense is never deleted: it can only be voided, and it stays in the history.