Expense

Expense list

Use can get the detailed look on the expenses incurred. It can be project or company related.

· The list displays all expenses added to the system.

User can filter the data based on pre-set or custom date range.

· User can “Search” for a particular Expense using Exp.No.

· The Expense list can be downloaded in Excel format by clicking the Download icon below the search bar.

· Click the drop down button to;

· “Download" the expense to the device in PDF format.

· “Edit" the expense.

· “Delete" the expense.

· Click +Create Expense to add a new expense to the list.

· Unlike in the Project --> Expense --> Create Expense, when the expense is created from this Expense List, the details like Attn, Mobile and Site are not auto-filled based on the project as the expenses created here are not tagged to any project.

· This is where user can create expenses incurred outside the project.

"Category" can be added by typing the new category and click "Add This As New Item".

"Pay By" can be added by typing the new payment method in the box and click "Add This As New Item".

· Enter the required expense details.

· Click “Save” to save the expense.