How to use Expenses and petty cash

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

Screens and tasks