Money & reports
Logging an expense with a photo of the receipt
From the expenses screen: "Log expense" with amount, category, payment method and a receipt photo, categories and budgets, and how it shows in the income statement.
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Steps
- Open "Financial", then "Expenses", and press "Log expense".
- Enter the "Amount" and choose the "Category" (or "New category").
- Write the "Description (optional)" — to whom it was paid and why.
- Choose the "Payment method": "Cash" (from the shift's drawer), "Card", or "Transfer".
- "Receipt photo (optional)": "Attach / take photo" straight from the phone.
- Press "Save". The expense appears in the list and in the "Expense report" by category against its budget.
What happens in the books
The category's expense account is debited and the drawer or bank credited, in your active branch; it shows on the income statement at once.
What the system does not do
It does not read the amount from the receipt photo automatically, and it does not record salaries as a payroll system — they are logged as an expense under a "salaries" category.
Common questions
- I paid the expense from the cashier's drawer.
- Choose "Cash" and it is taken from the open shift's drawer so it shows in its count; do not record an extra cash-out for it.
- The category does not exist.
- Press "New category" and type the "Category name"; it then appears for every expense and can get a monthly budget from "Manage budgets".
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