Add Expenses

Adding Expenses (Employee, Customer, or Supplier)

XPOS allows you to record expenses related to employees, customers, or suppliers. These expenses help track costs accurately and improve financial reporting.

How to Manage Expenses

This section explains how to view existing expenses and add new expense entries.

Steps to View Existing Expenses

Step 1: Open Accounting

• Go to the Dashboard
• Click Expenses from the sidebar menu

Step 2: Open Expenses

• Click Expenses to open the expense management page

Steps to Add a New Expense

Step 3: Open Add Expense Form

• Scroll to the bottom of the screen
• Click Add Expense

Step 4: Understand the Expense Cards

Each expense card shows:

• Expense category
• Business Location
• Expense note
• Sub Category
• Date created
• Reference Number
• Expense for
• Expense For Contract
• Total Amount
• Attach Document**
• Applicable tax

Step 5: Select Expense Category

• Use the Select Category dropdown
• Choose the appropriate category for the expense

Step 6: Choose Payment Method

• Open the Payment Method dropdown
• Select how the expense was paid

Step 7: Enter Expense Amount

• Fill in the Amount field

Step 8: Add Optional Details

• Enter a description or note (optional)

Step 9: Save the Expense

• Click Save

Step 10: Confirm Expense Creation

• The new expense will appear in the expense list