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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. | | 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. |
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| − | =='''Business expenses'''==
| + | '''[[Business expenses list]]''' |
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| − | On this page, you may view the expenses list, add new expenses, and export the list to Excel.
| + | '''[[Business expenses category list]]''' |
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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'''== | | =='''Business expenses by categories'''== |
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.
Here you may see the business expenses report by categories based on the created expenses and vendor payments.
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