Record and review expenses

Choose an expense workspace

Open Finance → Expenses or the Expenses menu. Expense pages include an overview, records, and petty-cash workspaces. Choose the page that matches the type of spending and the record you need to maintain.

Record an expense

1. 1

   Gather the supporting document

   Confirm the approved amount, payee, date, category, and reference from the school's source document.

2. 2

   Complete the expense form

   Enter the values requested by the selected expense page, choosing the correct account or category where provided.

3. 3

   Review before saving

   Compare the entry against the supporting document and confirm that the expense is not already recorded.

4. 4

   Verify the record

   After saving, locate the entry in Expense Records or the relevant petty-cash page and confirm its status.

Review petty cash

Use Petty Cash for the school's petty-cash workflow. Review the opening or current balance, each movement, and the closing balance shown. Reconcile the page with receipts and approved vouchers before completing a reporting period.