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How to View and Manage Expenses

< 1 min read

Once expenses are added, you can view them in the Expenses section.

Step 1: View Expenses List #

  • On the Expenses page, you will see a list of all recorded expenses. Each expense will display the following:
    • Expense Name
    • Amount
    • Category
    • Date
    • Customer (if applicable)
    • Status (Paid or Unpaid)

Step 2: Filter and Search for Expenses #

  • You can filter the expenses by various criteria such as:
    • Date Range
    • Category
    • Customer
    • Billable/Non-Billable
    • Payment Status (Paid/Unpaid)
  • The search bar allows you to quickly find an expense by its name, reference number, or customer.

Step 3: Edit or Delete an Expense #

  • To edit an expense, click on the Edit icon next to the expense. You can modify any of the expense details.
  • To delete an expense, click on the Delete icon. A prompt will ask for confirmation before removing the expense from the system.

Step 4: Mark Expenses as Paid #

  • When you make a payment for an expense, you can update its status to Paid.
    • Click on the expense, then click the Mark as Paid button.
    • You’ll be asked to enter the payment details, such as the payment mode and payment date.
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