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.

Guide to List Expenses in G SHOP POS

Accessing Expenses Module

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

Listing Expenses

• Under "List Expenses," view all recorded expenses.
• Key columns include:
  • Date: The date and time of the expense entry.
  • Reference No: Unique identifier for each expense (e.g., EP2025/0004).
  • Expense Category: Type of expense (e.g., Tea Supplements, Salary).
  • Location: Indicates the shop branch (e.g., Branch 2, HQ).
  • Payment Status: Shows if the expense is "Paid" or "Due."
  • Total Amount: The full amount of the expense.
  • Payment Due: Any outstanding amount.
  • Contact: Person or entity linked to the expense.

Filters and Search

• Click on "Filters" to refine expense data using:
  • Business Location: Filter by specific branches.
  • Expense For: Designate the person/department.
  • Contact: Filter expenses linked to particular contacts.
  • Expense Category & Subcategory: Refine results by category.
  • Date Range: Specify a date interval.
  • Payment Status: View expenses based on their payment status.
• Use the search bar for quick queries.

Adding a New Expense

• Click the "+ Add" button.
• Fill in necessary fields.

Managing Expenses

• Under the "Actions" button:
  • Edit: Modify existing expense details.
  • Delete: Remove an expense.

Exporting and Printing

• Options available:
  • Export CSV: Download data as a CSV file.
  • Export Excel: Export data in Excel format.
  • Export PDF: Generate a PDF of expenses.
  • Print: Directly print the expenses list.

Summary Section

• Displays total expenses, the number of paid entries, and any pending dues.