Knowledge

The Expense Report module provides a detailed overview of all expenses incurred within a specified time frame. This includes individual expense items, expense categories, graphical reports, and export functionality.

Features

1. Widgets:

• Displays Total Expenses incurred during the selected time frame.

2. Expense Report Graph:

• A graphical representation of expense trends over time, displaying expense amounts by date.

3. Expense Category Report:

• A bar chart showcasing the distribution of expenses across different categories.

4. Expense Table Listing:

• A detailed table view of expenses, including: 

• Item Name

• Price

• Price (USD)

• Employees

• Purchased From

• Bank Account

• Purchase Date

• Bill (if attached)

• Status

5. Filters and Search:

• Filter expenses by Category, Employee, Project, or Date Range.

6. Export Functionality:

• Allows users to export expense reports in CSV format.

7. Views:

• Tabular View: Displays detailed item-wise expenses.

• Category View: Aggregates expenses by category and displays their total price.

Steps to Use

1. View Expense Reports

• Navigate to Reports > Expense Report.

• Select a duration or use filters for precise results.

• View expense trends in graphical format or table view.

2. Analyze Expense Trends

• Refer to the Expense Report Graph for a timeline view.

• Use the Expense Category Report to analyze category-wise distribution.

3. Filter Data

• Apply filters to refine the displayed data.

• Use search functionality for quick access to specific entries.

4. Export Data

• Click the Export button to download the displayed data in CSV format.

User Roles and Permissions

• Admin: Full access to view, filter, and export all expense data.

• Manager: Access to view and export data related to their team or projects.

• Employee: Limited to viewing expenses they are associated with.

Error Handling

1. No Data Available

• If there are no expenses during the selected time frame, the system displays “No data available.”

• Check the filters or expand the date range for more results.

2. Export Errors

• If export fails, ensure that the internet connection is stable or reapply filters and try again.

This knowledge base ensures that users understand the features and functions of the Expense Report module and can utilize it efficiently for analyzing and managing expense data.