Expense

Expense refers to the costs incurred by a business in the course of its operations. This includes all the payments made for goods, services, or other business-related activities. It helps track spending, manage budgets, and assess profitability.

In this section, you can see the full list of expenses with details such as:

• Date: The date the expense was recorded.

• Txn ID: The transaction ID associated with the expense.

• Reference No: The reference number linked to the expense.

• Amount: The total amount of the expense.

• Approve: The approval status of the expense.

• Actions: By clicking this you can perform multiple actions.

  
  

Search: You can find out any specific expense from the list by using the search functionality.

Export Data: By clicking this you can export the data table.

By clicking the select button, you can perform multiple actions such as:

• View: View the details of the expense.

• Can't Edit/Delete: The expense details cannot be edited or deleted.

• Audit History: View the audit history for the expense, tracking any changes made.

• Journal Transaction: View or create the corresponding journal transaction linked to the expense.

  
  

New Expense: If you want to add a new expense just click on the button. After clicking the button just follow the below steps:

• Date: Select the date of the expense.

• Payment From Account: Choose the account from which the payment was made.

• Select Category: Select the expense category.

• Narration: Add a description or note about the expense.

• Amount: Enter the total amount of the expense.

• Select Customer/Supplier/Retailer: Choose the associated customer, supplier, or retailer for the expense.

• Action: From here you can delete the expense.

• Add Line: Add additional lines if necessary for multiple entries.

• Refresh: Refresh the page to reload the data.

• Save: Save the expense details.

• Save & New: Save the expense and add a new one.

• Save and Close: Save the expense and close the form.