The 'Expenses' feature allows you to track costs related to your activity within your POS software.

To use this feature, activate the following permissions in 'Settings/Users/Access Management':
– Expenses Tab,
– Create an expense,
– Manage expenses settings.

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1/ Configuring Expenses

The Settings section allows you to create and modify:
– the categories in which your expenses are classified,
– the third-party accounts to which your expenses are assigned (usually a debit account),
– the statuses to track the processing of your expenses in your management process,
– the taxes to which your expenses may or may not be subject.

By clicking on the key icon, you can edit the item and add additional information such as its accounting account.
To organize the items, click and drag the line within its section.

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2/ Creating an Expense

Click the 'New' button in the top menu to add a new expense.
An expense is defined by a date, a description, a category, a status, a total amount (including taxes), one or more tax bases (VAT), a refund status, a third-party account, and a comment.
The 'Refund' status allows you to define the accounting/tax treatment of the expense (e.g., a non-refundable expense because the related costs are already covered by a flat-rate refund).
Each expense can be linked to one or more documents or images.

To add a new tax base (multi-taxes) to an expense, save it first, then add the additional tax.

The 'Expenses' section summarizes all your expenses in chronological order.
By clicking on the 'Filter' icon, you can filter the results based on various criteria.
The Date field allows you to display data for a specific month or year by replacing the month or day with the character %.

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3/ Analyzing Expenses

In the 'Reports' section of the top menu, you will find charts on your expenses for a selected period.
The results can be exported in a spreadsheet file.

An accounting export is also available.
The purchasing book's code and the accounting codes for managing discrepancies are configured in the ‘Accounting/Settings’ section of your account.
In the category settings, you can choose whether the tax on associated expenses is deductible. Non-refundable expenses are not included in the export.