Business expenses - Revision history

Andrii at 14:45, 16 February 2023

2023-02-16T14:45:55Z

2023-02-16T09:59:00Z

2023-02-14T09:06:21Z

2023-02-14T09:02:47Z

2023-02-13T07:45:03Z

2023-02-13T07:37:39Z

2023-02-10T15:22:52Z

‎Edit expense

2023-02-10T14:43:32Z

‎Edit expense

2023-02-10T14:32:07Z

‎Add new expense

2023-02-10T14:11:35Z

‎Business expenses by categories

@@ Line 1: / Line 1: @@
 '''[[Business expenses list]]'''
-'''[[Business expenses category list|Business expenses categories]]'''
+[[Import business expenses from Excel]]
 '''[[Business expenses report]]'''

← Older revision		Revision as of 09:59, 16 February 2023
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−	~~<span style="color:red">Features described below will be available with the forthcoming system release.</span>~~
−
−	~~<span style="color:red">This page is not completed yet.</span>~~
−
	'''[[Business expenses list]]'''		'''[[Business expenses list]]'''

← Older revision		Revision as of 09:06, 14 February 2023
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	<span style="color:red">This page is not completed yet.</span>		<span style="color:red">This page is not completed yet.</span>
−
−	~~The business expenses functionality allows you to add expenses (which may be bills, rent, salaries, etc.), create and update expense categories, and view an expenses list as well as reports.~~

	'''[[Business expenses list]]'''		'''[[Business expenses list]]'''

@@ Line 7: / Line 7: @@
 '''[[Business expenses list]]'''
-'''[[Business expenses category list]]'''
+'''[[Business expenses category list|Business expenses categories]]'''
 '''[[Business expenses report]]'''

← Older revision		Revision as of 07:45, 13 February 2023
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	'''[[Business expenses category list]]'''		'''[[Business expenses category list]]'''

−		+	'''[[Business expenses report]]'''
−	=='''~~Business expenses by categories'''==~~
−
−	~~Here you may see the business expenses report by categories based on the created expenses and vendor payments.~~
−
−	~~All amounts are converted to the default currency of your account.~~
−
−	~~You can select the period of time and legal entities:~~
−
−	[[~~File:~~Business expenses ~~filter.png\|border\|900px]]~~
−
−	~~==='''Monthly business expenses by category'''===~~
−
−	~~This~~ report ~~shows all expenses by categories and vendor payments:~~
−
−	~~[[File:Monthly business expenses by category.png\|border\|900px~~]]
−
−	~~===~~'''~~Export data'''===~~
−
−	~~You can export business expenses reports to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:~~
−
−	~~[[File:Expenses table (export).png\|border\|900px]]~~

@@ Line 5: / Line 5: @@
 The business expenses functionality allows you to add expenses (which may be bills, rent, salaries, etc.), create and update expense categories, and view an expenses list as well as reports.
-=='''Business expenses'''==
+'''[[Business expenses list]]'''
-On this page, you may view the expenses list, add new expenses, and export the list to Excel.
+'''[[Business expenses category list]]'''
 =='''Business expenses by categories'''==

← Older revision		Revision as of 15:22, 10 February 2023
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	[[File:Update expense.png\|border\|900px]]		[[File:Update expense.png\|border\|900px]]
		+
		+	Make the needed changes and click '''"Update"'''
		+
		+	[[File:Apply changes to expense.1.png\|border\|900px]]

	=='''Business expenses categories list'''==		=='''Business expenses categories list'''==

← Older revision		Revision as of 14:43, 10 February 2023
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	To edit an existing expense, click the "Update" button in the corresponding row:		To edit an existing expense, click the "Update" button in the corresponding row:
		+
		+	[[File:Update expense.png\|border\|900px]]

	=='''Business expenses categories list'''==		=='''Business expenses categories list'''==

← Older revision		Revision as of 14:32, 10 February 2023
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	If needed, you may add a note and change the date when the amount was paid (by default, it is the same as the date when the expense was created).		If needed, you may add a note and change the date when the amount was paid (by default, it is the same as the date when the expense was created).
		+
		+	==='''Edit expense'''===
		+
		+	To edit an existing expense, click the "Update" button in the corresponding row:

	=='''Business expenses categories list'''==		=='''Business expenses categories list'''==

← Older revision		Revision as of 14:11, 10 February 2023
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	[[File:Monthly business expenses by category.png\|border\|900px]]		[[File:Monthly business expenses by category.png\|border\|900px]]
		+
		+	==='''Export data'''===
		+
		+	You can export business expenses reports to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
		+
		+	[[File:Expenses table (export).png\|border\|900px]]