How to View and Manage Expenses

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.