Accessing Expenses Module

Navigate to the left-hand sidebar. Click on "Expenses" to expand options. Choose "Add Expense."

Adding an Expense
To add a new expense in NICE SHOP POS, follow these steps:

• Navigate to Expenses: From the sidebar, click on Expenses > Add Expense.
• Business Location: Select the appropriate business location from the dropdown.
• Expense Category: Choose the relevant category and subcategory to classify the expense.
• Reference No: This field is auto-generated if left blank, or you can enter a custom reference.
• Date: Set the date of the expense using the calendar picker.
• Attach Document: Upload supporting documents (max file size: 5MB). Accepted formats: PDF, CSV, ZIP, DOC, DOCX, JPEG, JPG, PNG.
• Expense for: Select the purpose of the expense from the dropdown options.
• Expense for Contact: Choose a contact if the expense is related to a specific person or vendor.
• Applicable Tax: If applicable, select the tax type.
• Total Amount: Enter the total expense amount.
• Expense Note: Add any relevant notes or descriptions about the expense.
• Is Refund?: Check this box if the expense qualifies for a refund.

Recurring Expenses
If the expense is recurring:

• Is Recurring?: Tick this checkbox.
• Recurring Interval: Specify the frequency (e.g., daily, weekly, monthly).
• No. of Repetitions: Enter the number of times the expense should recur. Leave blank for unlimited recurrences.

Adding a Payment
Complete the payment details:

• Amount: Enter the payment amount.
• Payment Account: Choose the payment account from the dropdown.
• Paid On: Select the date of payment.
• Payment Method: Choose from available options (e.g., cash, bank transfer).
• Payment Note: Add notes related to the payment if necessary.

Saving the Expense
After filling in all required fields:

• Review the entered details.
• Click the Save button to finalize the expense entry.