Record expenses and review the day
Good reports start with the records made during the day.
- Use Books in Insights to record an expense, its amount and payment details.
- For repeating costs, choose the recurrence that matches the bill rather than entering everything as monthly.
- Review sales, cash movement, expenses and customer balances in their separate views.
- Use the cash drawer and Z-report to reconcile your trading day. Investigate differences before making a correcting entry.