Adding expenses, Adding expenses for an employee or customer or supplier

Managing Employee Expenses in Zuriey POS

Zuriey POS allows businesses to manage expenses related to employees effectively. These expenses can include salaries, bonuses, perks, travel expenditures, and more. Here’s how to add and track these expenses in Zuriey POS.

Adding Employee Expenses

1. Create an Expense Category:
   • Before adding an expense, create a relevant category for the expense you are adding. This helps classify and analyze expenses effectively.
2. Navigate to Add Expenses:
   • Go to the Add Expenses section in Zuriey POS.
3. Fill in Expense Details:
   • Enter all necessary details for the expense, including the amount and description.
   • Select the relevant category you created earlier.
4. Select Employee Name:
   • Choose the employee associated with the expense from the dropdown list.
5. Add the Expense:
   • Once all details are filled out, click on Add Expense to save it.

Viewing Employee Expenses

To view all expenses related to a specific employee:

1. Access Sales Representative Report:
   • Navigate to the Sales Representative Report section.
2. Select User:
   • Choose the specific employee (user) from the dropdown menu.
   • The report will display total expenses incurred by that employee along with a detailed list of each expense.

Adding Expenses for Contacts (Customers or Suppliers)

To add an expense related to a customer or supplier:

1. Select Customer/Supplier Name:
   • In the expense entry form, select the customer or supplier name from the Expense for Contact dropdown menu.

Setting Default Tax for Expenses

To set a default tax for expenses in Zuriey POS, follow these steps:

1. Open the Blade File:
   • Navigate to the file path: pos/resources/views/expense/create.blade.php to open the add expense blade file.
2. Find the Tax Dropdown Label:
   • Search for the tax dropdown label within the blade file code.
3. Set Default Value:
   • Once located, set the default value for this tax dropdown label according to your requirements.

Summary

By utilizing these features in Zuriey POS, you can efficiently manage employee-related expenses and ensure accurate tracking and reporting. The ability to categorize expenses and link them to specific employees or contacts enhances your financial oversight and helps streamline your accounting processes. If you need further assistance, consult Zuriey POS support resources for detailed guidance!