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Created 20 November 2025 • Updated 20 November 2025

Misc Expense

Miscellaneous expenses is used to reduce onsite cash by recording an entry in the finance module that details the amount spent along with additional information relevant. These records can then be used for reporting or exported to third party accounting and finance systems if required.

Misc expenses might also be know as 'Petty Cash' purchases
Misc Expense Topics
Navigate to Finance → Cash Management → Misc Expense

Adding Misc Expenses

Follow these steps to add misc expense:

  Click Add Misc Expense | Select Safe | Click Next → Select the Expense Date | Click Next → Enter Expenditure Information | Click Finish
 

Select the required safe where the expense will be coming from

You will not be shown this step if:

  • There is only 1 safe configured

On this step you might:

  • Not see the safe balance

  

Select the date of the expense

You will not be shown this step if:

  • Daily sign off is enabled, the entry will be recorded against the current business day

 

  

Enter the expenditure information

  • Enter Reference

  • Select Expense Type

  • Enter Gross Amount

  • If permitted edit any Tax Amounts

If the expense receipt contains multiple expense types click Add Split and enter another entry

On this step you might:

  • Be prompted to click next enter your back of house password and or counter signatory
   

 

Editing Misc Expenses

When selecting misc expenses the list of entries are displayed by day and the options available are View | Edit | Delete

This only applies to weekly sign off, if using daily sign off only the current days expenses are displayed

The following rules apply to editing misc expenses:

  • A entry can only be edited if the back of house operator has permission configured against their job role to edit misc expenses

  • When operating with daily sign off only the current days entries can be edited, once a day is signed off the misc expenses for previous days cannot be changed

Select an expense and follow these steps to edit:

  Click Edit | Confirm Safe | Click Next → Confirm / Edit Expenditure Information | Click Next → Update Status | Click Finish
 

Confirm the required safe where the expense will be coming from

You will not be shown this step if:

  • There is only 1 safe configured

On this step you might:

  • Not see the safe balance

  

Confirm / edit the expenditure information

  • Enter Reference

  • Select Expense Type

  • Enter Gross Amount

  • If permitted edit any Tax Amounts

If the expense receipt contains multiple expense types click Add Split and enter another entry

  

On this step you might:

  • Be prompted to click next enter your back of house password and or counter signatory

  • Update a status of the expenditure
   

 

Deleting Misc Expenses

When selecting misc expenses the list of entries are displayed by day and the options available are View | Edit | Delete

This only applies to weekly sign off, if using daily sign off only the current days expenses are displayed

The following rules apply to deleting misc expenses:

  • A entry can only be deleted if the back of house operator has permission configured against their job role to delete misc expenses

  • When operating with daily sign off only the current days entries can be deleted, once a day is signed off the misc expenses for previous days cannot be changed

Select an expense and follow these steps to delete:

  • Click Delete

  • Confirm Yes to delete the expense

  • The value of the expense will be returned to the original Source Safe