Indicates the costs incurred in your business, ie. salary, goods, rental, etc.

How to add expense

  1. Go to Expense page
  2. Click on expense-add-button
  3. Fill up the necessary fields marked (*).

    Field Description
    Category Category is linked to Chart of Accounts, can be created at Chart of Account

    Or you can create by clicking the Add New Category when dropdown the Category field
    Date The date of this expense is being issued
    Amount The amount of money spent on this expense
    Note Extra information regarding this expense
    Receipt An upload field for receipt as proof of expense evidence
  4. Save Expense expense-save-button

Create Category at expense creation view

  1. At Expense create page , or edit page
  2. Click on Category field to dropdown options.
  3. Click on [Add New Category] expense-add-category
  4. Fill up the category (Chart of Account) fields and save it

    {success} You can check the newly created Chart of Account at page

How to filter expense

  1. At Expense page
  2. Click on expense-filter-button
  3. Fill up the filter(s) you need:

    {info} Changes will automatically applied

    Field Type Description
    Category Dropdown Category name from Chart of Accounts
    From Date Date Expenses which dated from this date onwards
    To Date Date Expenses which dated before this date

    Methods to reset filter

    1. Click Clear All at filter fields area.
    2. Remove the value you have inserted, it will recognized it as no filter input.