Operational expenses can be recorded when closing the shift, make sure you have activated the Shift feature (Opening & Closing Shift) to use this feature. Operational expenses need to be recorded by cashiers, so that when closing the shift, they can be calculated accurately with the corresponding income and expenses that occur in that shift session.
Common Expenses Might Include:
Cost of goods sold for ordinary business operations.
Wages, salaries, commissions, other labor (i.e. per-piece contracts)
Repairs and maintenance.
Rent.
Utilities (i.e. heat, A/C, lighting, water, telephone)
Insurance rates.
Payable interest.
Bank charges/fees.
Before registering shift expense and using it, make user that the user has activated the shift module before. Read this article to enable the shift module: Enable/Disable Shift Module.
I. Add Expense Option
Step 1. Go to Setup, Click More Menu, then Select Expense Option
Step 2. Click Add
Step 3. Input Expense Name & Description, then Click Save
Make sure your data was submitted successfully,
Step 4. The expense was Added, Try to Check on the Expense List
II. Close Register with Expense
Make sure the cashier made sales transactions before closing the register.
Step 1. Go to Shift, then Open Expense Tab
Notes:
The cashier cannot close for another cashier register. So, make sure that the cashier who wants to close the register was the same user as the cashier who opens the shift.
Step 2. Click Add Expense Button
Step 3. Submit Expense Detail, then Click Ok
In this case, we make an example that the cashier uses 20.000 from Cash Payment to buy food for an employee lunch.
Notes:
Users can input more than one expense on shift closure.
Step 4. Input Counted Cash
From the step before we know that cashiers use 20.000 for expenses, so they must count and input the counted cash in the cash drawer.
Step 5. Recheck Expense on the List, then Click Close Register
Step 6. Input Closing Note as Needed, then Click Ok
Step 7. Print Closure to Check Shift Expense
III. Export Expense History
We can also view the expense history by following these steps:
Step 1. Go to Shift then Click Shift Expense
Step 2. Click Export
Step 3. Check Shift Expense on CSV
Related Articles
If you forget to close your register shift, you can add a manual shift to see the actual reports based on that shift. You can read the article on how to add manual shift here: Add New Manual Shift
If you have multiple shifts that occur around midnight (during the transition between day 1 and day 2), you can read the article on how to set AM Operations here: How to Set AM Operations
If you want to add Opening Cash on your cashier shift, you can read the article on Opening & Closing Shifts here: Opening & Closing Shift
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).