Difference between revisions of "Business expenses list"

Revision as of 12:50, 16 February 2023

Business expenses page: https://cloud.protemos.com/expense/index

General information

The business expenses functionality allows you to add expenses (which may be bills, rent, salaries, etc.), create and update expense categories, and view an expense list as well as reports.

On this page, you may view the expense list, add new expenses, and export the list to Excel.

Search expenses with filters

By default, you can see all the expenses in your database.

If you want to hide or display some expenses from the list, you may apply filters.

You can hide or display filter fields by clicking the button in the upper right corner:

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

You may hide the filter interface by clicking the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is applied:

Add new expense

To add a new expense, click the "New expense" button:

Specify the legal entity, category of the expense, currency and amount, and click "Create":

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:

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Make the needed changes and click "Update"

You may also delete the expense by clicking the corresponding button: