How to Add Expenses in Fleksa POS

How to Add Expenses in Fleksa POS

Tracking your expenses in Fleksa POS is easy and helps keep your financial records accurate. Follow the steps below:

1. Open the Transactions Page

  • Log in to Fleksa POS.

  • Navigate to the Transactions page from the main menu.

2. Locate Expenses

  • On the top right corner, find the Expenses button.

  • Click on it to open the expense entry form.

3. Add a New Expense

  1. Click Add Expense.

  2. Fill in the required details:

    • Type: Select the category of the expense (e.g., supplies, utilities, maintenance).

    • Billing Date: Enter the date on which the expense occurred.

    • Amount & Tax Value: Enter the total amount and tax. You can add multiple amounts/taxes if applicable.

    • Bill Number: Enter the invoice or receipt number for reference.

    • Company: Enter the vendor or company name associated with the expense.

  3. Save the expense to record it in your financial transactions.

4. Review and Edit Expenses

  • All recorded expenses appear in the Transactions → Expenses list.

  • You can edit or delete entries if needed by selecting the expense and choosing Edit or Delete.

5. Reports and Visibility

  • All expenses are included in the Z-Report and X-Report, allowing you to review daily or periodic financial summaries.

  • This ensures that your accounting records and POS reports reflect accurate expenses.

Tips

  • Categorizing expenses properly helps in generating accurate reports.

  • Attach scanned receipts if your POS allows it for easier auditing.

  • Record recurring expenses regularly to maintain updated financial data.


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