How do I record an extra expense?
Short answer
Open Billing > Extra Expense, click Add Expense, fill category, Paid To, payment type and amount, then Save.
Steps
- Create categories once under Property Setup > Financial Settings > Extra Expense Category.
- Open Billing > Extra Expense and click Add Expense.
- Pick Extra Category; type Paid To (required).
- Choose Payment Type; payment type cannot be changed later.
- Type Amount Paid (plus Tax Amount, Tip Amount if any) and a Remark.
- Click Save; Close to finish.
Check the result
The row shows in the list and reduces the cash total of your shift (cash up). It appears in the extra expense reports.
Common problems
- Please select Extra Expense Category. / Please enter Recipient Name. / Please enter Payment Type. / Please enter Amount.
- The delete question says "Extra Expense" on both screens; it is expected.
- Use the filters Payment From Date, Payment To Date, Extra Category and Find to review.
- Messages: Billing messages.