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| − | <span style="color:red">Features described below will be available with the forthcoming system release.</span>
| + | '''[[Business expenses list]]''' |
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| − | <span style="color:red">This page is not completed yet.</span>
| + | [[Import business expenses from Excel]] |
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| − | 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 category list|Business expenses categories]] |
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| − | =='''Business expenses'''==
| + | ---- |
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| − | On this page, you may view the expenses list, add new expenses, and export the list to Excel.
| + | '''[[Business expenses report]]''' |
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| − | ==='''Search expenses with filters'''===
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| − | By default, you can see all the expenses in your database.
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| − | If you want to hide or display some expenses from the list, you may apply filters.
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| − | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
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| − | [[File:Business expenses filters.png|border|900px]] | |
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| − | So you can enter the data into the appropriate fields and click '''"Apply"'''.
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| − | If the filter is applied, the header turns blue:
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| − | [[File:14.png|border|900px]]
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| − | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
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| − | <span style="color:orange">'''Note''':</span> The hidden filter remains activated.
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| − | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
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| − | <span style="color:orange">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
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| − | To inactivate the filter, click the '''"Clear"''' button.
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| − | The header color will turn to gray, which means that no filter is applied:
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| − | [[File:S1.png|border|900px]]
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| − | ==='''Add new expense'''===
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| − | To add a new expense, click the "New expense" button:
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| − | [[File:New expense.2.png|border|900px]]
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| − | Specify the legal entity, category of the expense, currency and amount, and click '''"Create"''':
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| − | [[File:Create_new_expense.2.png|border|900px]]
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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).
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| − | ==='''Edit expense'''===
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| − | To edit an existing expense, click the "Update" button in the corresponding row:
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| − | [[File:Update expense.png|border|900px]]
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| − | Make the needed changes and click '''"Update"'''
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| − | [[File:Apply changes to expense.1.png|border|900px]]
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| − | =='''Business expenses categories list'''==
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| − | On this page, you may view the expenses categories list, create new categories, and rename or delete existing categories.
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| − | To create a new category, click the '''"New category"''' button:
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| − | [[File:Expenses categories list.1.png|border|1070px]]
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| − | Fill in the name and click '''"Create"''':
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| − | [[File:Create new category.1.1.png|border|1070px]]
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| − | To rename or delete a category, click the corresponding buttons:
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| − | [[File:Expenses_categories_list_(update_or_delete_category).png|border|1070px]]
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| − | <span style="color:orange">'''Note:'''</span> You cannot delete a category that is already in use.
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| − | =='''Business expenses by categories'''==
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| − | Here you may see the business expenses report by categories based on the created expenses and vendor payments.
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| − | All amounts are converted to the default currency of your account.
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| − | You can select the period of time and legal entities:
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| − | [[File:Business expenses filter.png|border|900px]]
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| − | ==='''Monthly business expenses by category'''===
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| − | This report shows all expenses by categories and vendor payments:
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| − | [[File:Monthly business expenses by category.png|border|900px]]
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| − | ==='''Export data'''===
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| − | You can export business expenses reports to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
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| − | [[File:Expenses table (export).png|border|900px]]
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