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In module Expenses you can register experienced expenses.
To see expenses list, use module Expenses. Switch to see expenses according to category:
To find specific expenses, use Search or filters:
- To create expenses, choose New expense:
- Fill in the details, mandatory fields are marked *:
- Insert items and press blue tick:
To review expenses, go to the list and press on expense name:
See all the information related to expense:
- To create a related entry, choose type, for example, Tasks, and select New task:
- Describe task and save.
- Task will be available both at expense profile card and in Tasks module.
- To create related task, also use this button:
To edit expenses, use Actions menu:
When reviewing expense, use these buttons for deleting or editing:
To change status, press on status:
Expenses Category settings are available here.