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Expense List
The Expense List feature in RETM POS allows you to easily and accurately manage your business expenses. You can record, categorize, and link expenses to the appropriate financial accounts to help track and analyze them effectively, enabling smarter financial decisions.
Steps to Add an Expense
- From the dashboard, go to the Expenses section and select Expense List.
- Click the Add button at the top.
- Enter the basic details such as category, financial account, and branch.
- After verifying the entered data, click Add to save the expense voucher.
Explanation of Required Fields
- Category: Select the appropriate category from the list (must be added beforehand).
- Financial Account: Choose the account linked to the expense. For more details, refer to the "Financial Account" article.
- Branch: Specify the branch related to the expense.
- Date: Enter the date of the expense transaction.
- Amount: Enter the value of the expense.
- Tax: Indicate whether the expense is subject to VAT.
- Notes (Optional): Add any additional remarks or comments.
Frequently Asked Questions
Can I edit an expense voucher after it’s added?
No, once the voucher is created, it cannot be edited. However, you can search for it and cancel it if needed.
Can I record expenses for different branches?
Yes, you can choose the relevant branch when entering the expense, allowing you to track expenses separately for each branch.
Can I export the expense list?
Yes, you can export the data in xlsx, html, or csv format for review and analysis outside the system.
How do I know if an expense includes VAT?
When creating the voucher, you’ll find an option to indicate if the expense is taxable. Enable it if the expense includes VAT, and the system will automatically calculate the VAT based on your predefined tax settings
