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Lesson 16 / 25

Expenses, petty cash & input VAT

Record expense evidence and drawer movement without claiming statutory filing.

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Before you begin

Actual receipt/invoice, supplier, date, branch, payment method and approver.

Where to go

Expenses / POS Cash Out

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Follow these steps

  1. Create the expense with evidence-backed document type, supplier, number, date and branch; attach only tenant-owned files.
  2. Record input VAT only for a valid TAX_INVOICE with verified tax fields; other document types carry no input VAT.
  3. For drawer-funded expenses, use Cash Out with a second approver and stable idempotency, linking expense and movement.
  4. VOID incorrect evidence with a reason and create a correction; never delete/overwrite history. Review input VAT by recorded claim month.

How to verify success

Expense evidence/branch are correct, Cash Out matches the drawer and input VAT includes only qualifying evidence.

Limits & things to check

Reports assist accounting but do not file PP.30, PND.3 or PND.53; receiving stock is not an expense record.

Ready to try it in your shop

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