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Admin dashboard · Documentation
Managers2 min read

Record and review shop expenses

Keep daily expenses, recurring costs, evidence and the actual funding source connected.

Updated 16 October 2026

On this page
  1. 1. Choose the right shop, date and expense type
  2. 2. Record the amount and where it was paid from
  3. 3. Attach and verify evidence
  4. 4. Review reporting treatment

Where to find it

Expenses → Daily Expenses / Monthly Expenses

Other topics

1. Choose the right shop, date and expense type

Select the active shop. Use Daily Expenses for the relevant daily payment and Monthly Expenses for the recurring-cost workflow. Review the period and category instead of placing every cost on today’s date.

2. Record the amount and where it was paid from

Enter the amount actually recorded or paid in the intended field. Identify whether money came from shop cash or another supported source. A bank-funded purchase must not reduce the physical drawer simply because it appears in the day’s expense list.

3. Attach and verify evidence

Add the receipt, invoice or relevant photos and verify upload completion. In the mobile manager report, photos can be collected or selected in a batch. A local thumbnail or failed upload is not proof that an administrator can open the attachment.

4. Review reporting treatment

Review the expense in the day/report period and check whether a supplier purchase or manager submission already represents it. Keep the source record identifiable to avoid double counting the same underlying cost in financial review.

Available features depend on your shop configuration, permissions and supported devices.

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