Managing Petty Cash and Expenses in Shortcuts: A Step-by-Step Guide

Setting Up Expenses

1. Access Expense Settings:

   • Go to the Main Menu.

   • Select Setup > Configuration.

   • On the left-hand side, select Expenses.

2. Manage Expense Types:

   • Edit an Existing Expense:

     • Select an expense from the dropdown list.

     • Click Edit, make changes, and press Save.

   • Add a New Expense:

     • Click New.

     • Enter the expense details, including a description if necessary.

     • Tick the Active box and, if applicable, link it to the Petty Cash feature.

     • Press Save to confirm.

Processing Expenses

1. Enter Expenses Through Point of Sale (POS):

   • Go to the Main Menu.

   • Select Point of Sale.

   • Choose the #Expense type from the dropdown list.

   • Click Add and enter the expense amount.

   • Press Done for each expense entry.

   • Once all expenses are entered, click Finish Sale.

2. Using Petty Cash for Expenses:

   • To withdraw petty cash:

     1. Click More Actions.

     2. Select Take Petty Cash.

     3. Enter the amount withdrawn and press Done.

   • After making a purchase:

     1. Return to More Actions.

     2. Select Return Petty Cash.

     3. Choose the petty cash record, tick the box to view outstanding cashouts if needed, and press Done.

     4. Select the Expense Type and press Add.

     5. Enter the amount spent, press Done, and click Finish Sale.

     6. Return any change to the till and attach receipts as required.

Key Takeaways

• Setup Flexibility: Customize expense types to fit your needs and link them to petty cash if required.

• Simplified Tracking: Use the POS system to log expenses quickly and efficiently.

• Petty Cash Management: Record withdrawals and returns accurately to maintain accountability.

• Receipt Management: Always attach receipts to ensure clear documentation.