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To access the list of your expenses, simply click on More near the Create button, then My Expenses.

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From "My Expenses", you can view the expenses related to your allowed accounts, and you can record any new Expenses from the Tools button.

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You can add expenses anytime from the Create button in the main menu as well.

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To create a new expense from your petty cash, fill out the mandatory fields,

Expense Category: the category of the expenses
Payment Method: how this expense is paid
Paid Through: the account you use for payment, here you can add your Petty Cash Account
Amount: the amount paid
Paid On: the date of the payment.

To know more about how to create Petty Cash Accounts for team members. Click here.

Lexzur > How to log an Expense from my Petty Cash? > image-2024-1-26_10-35-57.png

To know more about managing expenses, click here.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com .

Thank you!