Expenses

List of paragraphs:

• Expenses list
• Creating expenses
• Reviewing expenses
• Creating related entries
• Editing an deleting

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 New 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 Actions menu: 

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

To change status, press on status: