Overview
- View all expenses
- Add new expense entries
- Filter by category and date
- Edit or delete expense records
- View expense totals and summaries
Prerequisites
- The Expense module must be enabled.
- Expense Categories should be set up (see Expense categories).
- You need permission to manage expenses.
Step-by-Step Actions
1. Open Expenses
- In the left sidebar, expand Expenses.
- Click Expenses.
- The Expenses page opens with a list of expenses.
2. Add a new expense
- Click Add or Create.
- Enter:
- Amount
- Category – select from Expense Categories
- Date
- Description or note (e.g., “Weekly produce”)
- Vendor (if applicable)
- Click Save or Create.
3. Edit an expense
- Find the expense in the list.
- Click Edit.
- Change the amount, category, date, or description.
- Click Save.
4. Delete an expense
- Find the expense.
- Click Delete.
- Confirm when asked.
5. Filter by category
- Use the category filter dropdown.
- Select a category.
- The list shows only expenses in that category.
6. Filter by date
- Use the date filter.
- Choose a range (e.g., This month, Last 30 days).
- The list and totals update.
7. View expense totals
- The page may show a Total or summary.
- Use filters to see totals for a period or category.
- Use this for budgeting and reporting.
Common Mistakes and How to Avoid Them
| Mistake | How to avoid |
|---|---|
| Wrong category | Select the correct category for accurate reports. |
| Wrong date | Use the actual expense date. |
| Forgetting descriptions | Add a brief note so you remember what the expense was for. |
End Result
- Expenses are recorded with amount, category, and date.
- You can filter and view summaries.
- Data is ready for expense reports.