- Click on “Finance” from the main menu.
- Click on “Expenses”.
- The program displays a list of the recorded expenses in the account.
- Use the navigation buttons < and > to switch between the display pages of the expenses list.
- You can select the entire expenses list from the top of the page and choose from:
- All (Current Page): Select all expenses on the same page.
- All Filtered (All Pages): Select all expenses on all pages.
- Browse the “Actions” list to apply a set of quick actions to the selected expenses list:
- Delete: Deletes all selected expenses from the list.
- Change Category: Change the category for all the selected expenses in the list to a specific category.
- Print PDF: Download a copy of the selected expense vouchers in PDF format.
- Click on the gear icon “⚙” to access the “Expense Categories” page.
- Click on the “Import” button to upload a ready file with expense data to the program. For more details, refer to the “Import Expenses“ guide.
- Click on the icon
to access the “Expense Reports” page.
- Click on the button “Add Expense“ to start adding a new expense.
- You can use the search tools below to quickly access the desired expense voucher.
- Click on the “Advanced Search” button to access more professional search and filtering tools.
- At the top of the expenses list, you can click on “Sort By” and choose from multiple ways to sort the expenses list such as (Code, Amount, Date, Categories, Created Date).
- If photos or attachments have been added to the expenses, the attached images will be displayed in the lists of the expenses.
