Expenses

List of paragraphs:

In module Expenses you can register experienced expenses.

Expenses list

To see expenses list, use module Expenses. Switch to see expenses according to category:

To find specific expenses, use Search or filters:

Creating expenses

1
To create expenses, choose Record expense:

2
Fill in the details, mandatory fields are marked *:

3
Insert items and press blue tick:

4
Save.

Reviewing expenses

To review expenses, go to the list and press on expense name

See all the information related to expense:

Creating related entries

1
To create a related entry, choose type, for example, Tasks, and select New task:

2
Describe task and save.
3
Task will be available both at expense profile card and in Tasks module.
4
To create related task, also use this button:

Editing and deleting

To edit expenses, use Settings menu: 

When reviewing expense, use these buttons for deleting or editing:

To change status, press on status:

Expenses Category settings are available here.

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