1Open Transactions → Teller → New Transaction. Under Choose Category, pick General Ledger — that's where internal entries like expenses are recorded.2Under Choose Type, pick Record Expense to record a specific business expense.3Fill in the expense — a Description, the Debit (expense) account, the Credit account it's paid from, and the Amount — then click Submit.
Post an expense transaction
Record a business expense from the teller in three steps.
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Summary
Record a SACCO expense from the teller screen so the cash leaves the till and the right expense account is updated.
An expense debits an expense ledger and credits your till.
About 4 minutes · 6 steps.
Prerequisites
A teller or admin login for CAMS Admin, with an open till for the day.
The expense ledger account to use, the amount, and a short note about what the money paid for.
Know your SACCO's approval rules, since larger expenses may need sign-off before they post.
From the left menu, open Transactions > Teller, then click New Transaction.
Click Choose Category and pick General Ledger. This is the category used for an expense, because it debits an expense ledger and credits your till.
Select the Expense ledger account that the spending belongs to, for example office supplies or travel. Check the account name and balance shown before you continue.
Enter the Amount, then add a Payee and a short Description so anyone reviewing later knows what the money paid for.
Click Submit. If the expense needs sign-off, it goes to Requests for an approver, and it posts once approved.
Common pitfalls & FAQ
Which category do I pick for an expense? Pick General Ledger, not Client Transaction. Client Transaction is for member savings or loan activity, not SACCO running costs.
What is the difference between the expense ledger and the till? The expense ledger records the cost. The till is the cash that pays for it. CAMS debits the ledger and credits your till in one entry.
Do I have to enter a payee and description? The amount and the expense ledger are the must-haves. A payee and a clear description are still worth adding, so the entry makes sense at audit time.
My expense did not post right away. It may be waiting for approval. Open Requests and check the Open or Pending tab to see its status.
Can I fix a wrong amount after posting? No, you cannot edit a posted entry. Ask a supervisor to reverse it, then post a fresh expense with the correct figures.
Also called: petty cash payment, record an expense, pay an expense, GL expense entry, teller expense posting, office expense.
