Expenses

List of paragraphs:

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

In module Expenses you can register experienced expenses. You can categorize expenses by type and you can also change the status of 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

You can choose specify expenses in detail:

and insert items. Don't forget to click on 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: