Expenses
Last updated
Last updated
• Display all Expenses for a particular project.
· User can view the list of expenses added to a project under “Expenses”.
· User can “Search” for a particular Expense using the “Exp No.” in the search field.
· The Expense list can be downloaded in Excel format by clicking the Download icon below the search bar.
· Click the “+ Create Expense” (represented by + in red circle) to create a new expense for a particular project.
· The details like Attn, Mobile and Site are auto-filled based on 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".
· User can fill up the mandatory field; Amount and all other relevant fields.
• User can also attach media or documents under File. Format supported includes .docx, .xls, PDF, .PNG, .JPEG.
• Click “Add” to save the Expense.