You can create cash transactions to record expenses that you paid for with cash or by using your personal credit card.
Note: Cash transactions must be associated with a card account so they can be included in query results and reports in PaymentNet. If you have more than one account, be sure you have selected the right account before you create the transaction.
From the main menu, select Enter Expenses > Cash.
By default, the Transaction Date is today's date. You can use the date selection features on your phone to specify a different date.
Enter a brief Description of the expense (maximum of 25 characters).
In the tax field(s), enter the amount of any taxes included in the expense.
In the Total field, enter the transaction amount including any tax.
In the Notes field, enter any additional information about the transaction (up to a maximum of 3000 characters).
If you have no receipts to attach, click Save. You can enter additional cash expenses or return to the Account Summary.
If you want to attach receipts, click Save and Attach Receipt and continue with step 8.
To capture a receipt image with your phone camera, tap Take Photo. Review the image and then tap Use Photo to continue with this photo or tap Retake to take the photo again.
To use a photo that is already stored on your phone, tap Photo Library, locate the photo, and tap to select it.
Enter a name for the receipt and optionally provide a description. Then tap Attach Receipt.
If you need to attach additional receipts, repeat steps 8 and 9. The total number of receipts is shown at the bottom of the screen, along with a list of links to the individual receipts. Each link shows the receipt name, description, and amount.