How to make an expense

When you have an expense you need to register you have two buttons to use.

‘Income account’ is used when you put money into the cash register
‘Expense account’ is used when you take money out of the cash register

Example:
You want to go and buy cake for your staff. You take out 100kr. But only use 50kr.
The following guideline will show how to register this correctly in the system.

Step 1
When you take out the 100kr. Of your cash register, you need to do an ‘Expense account’
Go to ‘Cash drawer’ and click ‘Expense account’

Step 2
Choose the account that fits the expense. In this case, it’s cake for staff, therefore 3240: ‘Personnel’
And then click ‘Ok’ in the bottom right

Step 3
Write in the exact amount you take out of the cash register. In this case it was 100kr. And then click ‘Save’
in the bottom right.

Step 4
In the next window, write in the reason for the expense and click ‘OK’

Step 5
Check that everything looks as it should and click ‘Pay cash’.

Step 6
Click on the enter button

Step 7
Click ‘Complete’
Now a slip will be printed from the terminal, which you should save in your cash register when you are
away from the store with the money.
If you used all the money you took from the cash register, simply clips the expense slip and the receipt from the purchase together and save in your finance folder. If you have money left, proceed to the next steps.

Step 7
You are now back from shopping cake for your staff and you only used 50kr. To register the amount, you
put back in the cash register, an ‘Income account’ should be made.

Step 8
Choose the same account as before. In this case its ‘Personnel – Return’ and click ‘Ok’ in the bottom right.

Step 9
Fill in the amount you put back in the cash register. In this case it was 50kr. Click on the enter button.

Step 10
Fill in the same reason as before and click ‘OK’

Step 11
Click on ‘Pay cash’

Step 12
Click on the enter button

Step 13
Click ‘Complete’

Now the terminal will print out another slip. This should be clipsed together with the expanse slip and the
receipt and saved in your finance folder until you have to send in the monthly cash report.

When making an expense through POS it's only allowed to use cash, and never card.

If you have bought anything from your own card and want the money returned to your card, you must do it through the expense app.

It is not allowed to return money to your own card for an expense through the POS, only cash.