Enter and manage expenses in Online POS

Kale Online POS makes it simple to record business expenses and income. Entering your income and costs gives you a more complete overview of your profits.

  1. Go to the Plus + menu at the top of the right, and select Expense.
  2. Enter the expense information into each field. The payee name, description, and amount are mandatory fields.
  3. Once you have filled all details, Click on Add.

The following expense fields with descriptions

Expense Date This can be a due date, payment date, or any other date you prefer.
Location If you want to add a location-wise expenses, first select the location, then add the expense under the location.
Ref No Enter a Ref no. If you want to track in details.
Payee Name Enter the name of the person paying the expense.
Description Enter the Expense description.
Category Use the category field to manage your expenses. Each expense can be assigned to a category. For instance, a category could be "Rent", and the name section could include terms such as "Shop Rent" and etc.
Sub Category Select a suitable expense subcategory.
Payment method Choose your payment method for expense.
Amount Enter the expense amount.

How to view expenses transactions report?

  1. Go to Expenses Dashboard in the main menu at the top left.
  2. You can see expenses category-wise, date-wise, and payee-wise.
In this article
Enter and manage expenses
Expenses transactions report
Related Topic(s)
Create sales receipts