Expenses Module
Expenses Module
Effectively manage and track expenses with table and grid views, customizable columns, filters, and Excel export. Create expenses using a step-by-step drawer, adding details, amounts, parties, and custom tags for organization.
Overview
The Expenses module helps you manage and track your expenses effectively.
Key Features
- Table View: Displays expenses in a table format by default. You can switch to a grid view using the corresponding button.
- Creating a New Expense: Click the "New" button to create a new expense. Mandatory fields are marked with an asterisk (*).
- Filters and Sorting: Apply filters and sort the table based on specific criteria to find expenses quickly.
- Exporting Data: Export the table data to Excel by clicking the export button and selecting the columns you wish to include.
- Customizing Columns: Customize the columns displayed in the table using the "Columns" button.
- Pagination: Adjust the number of elements displayed per page and navigate through pages using the buttons at the right end of the table.
Creating a New Expense
- Initial Drawer View: When creating a new expense, a drawer will open. You can expand it to a step-by-step form for easier navigation.
- Sections in the Drawer:
- Parties
- Details
- Amounts
- Other Information
- Adding Elements: Some sections have "+" buttons (e.g., Supplier, Company, Tags, Category) that open a new drawer for adding that specific element without navigating away.
- Additional Features:
- Attachments
- Custom tags for organizing expenses
Other help articles
