The EXPENSES module allows you to declare any purchases you've made from Petty Cash each day. This negates the need for a separate traditional "Petty Cash Float" as you can use the money directly from your daily takings and Polaris Data will adjust your end of day banking accordingly.
There are a default set of categories that are set up on Polaris Data, however if you require specific categories to be setup, please contact your line manager who can contact our Support Team to set these up.
The order of the categories is customisable by each customer, also; just speak to the Support Team who will be happy to help.
Expenses are entered by simply finding the category, clicking the Further Breakdown icon on the right hand side of each row, then enter a short description of the receipt and the gross amount that was paid out.
If the category is a VATable its, this will be calculated automatically, but it's important to check you have a valid VAT Receipt before claiming any VAT back on Petty Cash Purchases.
Certain categories are non-editable (shaded grey), as they populate automatically after being added to the system on another module (i.e. food and liquor cash purchases).