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The Expenses submodule in the Finance module helps you manage your business expenses efficiently. This submodule includes features for listing, adding, recurring expenses, importing, exporting, filtering, and performing key actions on your expense data.
Expenses Listing Page
In Finance Module, click on Expenses.
View all recorded expenses in a table format.
Columns include:
Item Name
Price
Employees
Purchased From
Purchase Date
Status
Actions (View, Edit, Delete)
Actions
View: Click on the eye icon to see expense details.
Edit: Use the pencil icon to make changes to an expense.
Delete: Use the trash icon to remove an expense.
Add Expenses
Click on the + Add Expense button.
Enter the required details:
Item Name: e.g., "Wireless Keyboard."
Currency: Select from the dropdown.
Price: Enter the amount (e.g., 100).
Purchase Date: Choose the purchase date.
Expense Category: Assign a category or add a new one.
Purchased From: Name the vendor.
Bank Account: Choose the bank account used.
Description: Add additional details (optional).
Attach a file if needed (e.g., receipt).
Click Save to record the expense.
Recurring Expenses
Automate repeated expenses such as subscriptions or monthly bills.
Recurring Expenses Listing Page
Similar to the Expenses Listing Page but specifically for recurring expenses.
Columns include:
Item Name
Price
Employees
Next Expense Date
Actions (View, Edit, Delete)
Add Recurring Expense
Click on the + Add Recurring Expense button.
Enter details similar to "Add Expenses" with additional fields:
Billing Frequency: Daily, Weekly, Monthly, or Yearly.
Start Date: Choose the date for the first occurrence.
Total Count: Enter the number of billing cycles (use “-1” for infinite cycles).
Click Save to set up the recurring expense.
Import Expenses
Click on the Import button.
Download the sample import file for reference.
Prepare your expense data in the provided format (Date should be in Y-m-d format).
Upload the file in .xls, .xlsx, or .csv format.
Click Upload and Move to Next Step to finalize.
Export Expenses
Use the Export button to download your expenses as an Excel or CSV file for reporting purposes.
Filter and Search
Apply filters based on:
Employee
Project
Category
Use the search bar to find specific expenses quickly.
Best Practices
Regularly update expense records to maintain accurate financial data.
Use categories effectively to organize your expenses.
For recurring expenses, review billing cycles to avoid duplicate entries.
FAQs
How can I delete an expense?
Navigate to the Expenses Listing Page and click the trash icon in the Actions column for the respective expense.
What happens if I upload an invalid import file?
The system will prompt an error. Ensure your file follows the format in the sample import file.
Can I edit a recurring expense?
Yes, click the pencil icon in the Recurring Expenses Listing Page to update details.
Need Assistance?
If you encounter any issues or have questions, please contact our support team. We are here to help you manage your expenses effectively! You can reach us at support@projeni.com.
