How to create expenses
Point!
- Click 'Expenses' in the sidebar to access the Expenses module.
Expense List
- Here, you can view details such as Date, Branch, Invoice No, Purpose, Expense Head, Amount, and Added By. You can view, edit, or delete individual expenses.
- The 'Purpose' field indicates the reason for the expense or the category/account associated with it.
Point!
- From the sidebar, select 'Expenses List' to view the Expenses List page.
Add Expense
Point!
- To add an expense, click on "Add Expense" under Expense in the sidebar.
- From the expense list page, you can go to the Add Expense page.
Step 1 /1
- First, select the branch. Then choose the expense head, which is pulled from the Chart of Accounts in the Accounts module.
- Enter the expense amount and upload a document if available.
- Then complete the payment. Please note, full payment is required in the expense section—partial payments are not allowed.
Point!
- Click the 'Submit' button to add the expense.
Edit Expense
- From the Expense page, you can access the Edit Expense page.
- Shipping charge-related expenses are added to the expense list from both the sales and purchase lists. These entries cannot be edited or deleted.
Point!
- From the expense page, click the "Edit" button.
Step 1 /1
- You can edit all information except the branch.
Point!
- Click the 'Update' button to save changes on the Edit Expenses page.
Expense view
Point!
- From the Expense page, click the 'View' button to access the Expense Details page.
Step 1 /1
- This is the Expenses List View, where you can see all expense details associated with an invoice.
Delete Expense
Point!
- To delete an expense, click the 'Delete' button.
Step 1 /1
Point!
- To confirm deletion, click the 'Yes, delete it' button. To cancel, click the 'No, don’t delete' button or click anywhere outside the confirmation dialog.