How to Manage Expense Categories and Add Expenses

1. Navigate to the Expense Module

To manage expenses, go to:

1. Click on Expense Module from the sidebar.

2. Select Expense Category to manage expense types.

2. Adding a New Expense Category

To add a new category for expenses:

1. Click on + Add Expense Category.

2. Enter the Expense Code (auto-generated or manual).

3. Enter the Expense Category Name.

4. Click Submit to save.

3. Editing or Deleting an Expense Category

You can modify or remove an expense category:

1. Click the Action button next to a category.

2. Select Edit to update the category name or code.

3. Select Delete to remove the category.

4. Importing Expense Categories in Bulk

If you need to add multiple categories at once:

1. Click on Import Expense Category.

2. Download the sample file and fill in the details.

3. Upload the file and click Import.

5. Adding an Expense

To record a new expense:

1. Go to Expense Module and click + Add Expense.

2. Enter the following details:

   • Date

   • Expense Category

   • Warehouse

   • Account (e.g., Cash Safe, Bank Account)

   • Amount

   • Optional Note

     

3. Click Submit to save the expense.

6. Editing or Deleting an Expense

To modify or remove an expense:

1. Click the Action button next to the expense entry.

2. Select Edit to modify the details.

3. Select Delete to remove the expense record.

7. Filtering and Viewing Expenses

To find specific expenses:

• Use the Date Range filter to view expenses within a specific time frame.

• Use the Category filter to view expenses by type.

• Use the Warehouse filter to check location-based expenses.

Important Notes

Warnings