The cash drawer of a repair shop is always opening and closing for cash in and cash out. However, this activity is not only performed when devices are bought or sold, services are paid for, or refund is done. There are multiple other expenses of a repair shop that does not fall under invoices and supply chain. However, RepairDesk would not like for you to carry a register just to log these expenses. That is why we have introduced our Expense Management module for you to leave the tension of managing your shop's other expenses on us. Here is the path to access our module:

Path: \Finances > Expense Management

Manage Your Expenses Smartly

We have already added two basic expenses for your repair shop - Utility Bills and Internet Bills. There are total three actions you can perform in this module. These actions include adding an expense, editing an expense, and deleting and expense. Let's discuss them all in detail.

Add an Expense

To add an expense, click on the Enter New Expense button present at the top right corner of the screen.

On the opened popup, select the expense name from the dropdown of the categories. Enter the reason for the expense and amount in the designated text boxes.

Select the payment method from the dropdown of Payment Method.

In case you decide to delete the expense just entered, click on the trash icon next to it.

To add expense from another category at the same time, click on the Add Row button present at the bottom left.

Once done, click on the Save button at the bottom right. In case you are sure these expenses are final, click on the Save & Post button next to the Save button.

Pro Tip:

Once an expense is saved and posted, it can't be edited.

View an Expense

You can view an expense added at any time you want. To do so, select the expense you want to view and click on the Action dropdown present in the action column against it. From the given options, click on the View option and a popup will open for you with all the details of that particular expense.

Edit an Expense

You can also edit an expense that has been saved but not posted. To edit a saved expense, click on the Action dropdown placed against it and select the option to edit. You can edit the reason, payment type, and payment amount. Once done, click on the Save button if you expect more changes in it or click Save & Post button if you are sure no more changes will be required.

You can also post an expense saved by selecting the option of Post from the Action dropdown.