Expenses

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

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• How to add expense

• How to filter expense

How to add expense

1. Go to Expense page
2. Click on

3. Fill up the necessary fields marked (*).

   Field	Description
   Name	The client's name/company's name who made payment
   Associated Account	Associated Account is linked to Chart of Accounts, can be created at Chart of Account , see How to create a new account Or click in the dropdown menu of the field
   Expense Number	Automatically filled field. Can be modify manually or configure at Expense setting
   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, only JPG, JPEG, PNG and PDF allowed.

4. Save pending expense or save completed expense

Create Category at expense creation view

1. At Expense create page , or edit page
2. Click on Associated Account field for dropdown options.
   
3. Click on
4. Fill up the Associated Account(Chart of Account) fields and save it
   

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

How to filter expense

1. At Expense page
2. Click on

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.