Expenses Area

Expenses Area

Marketing
Marketing

Created on: 07/29/2024 5:21 PM

Step-by-Step Guide to Using the Expenses Area in the CRM System

The expenses area in the CRM system allows you to track and manage your business expenses. Below is a step-by-step guide on how to use this feature, referencing the provided screenshot.

  1. Navigate to the Expenses Section:

    • From the main navigation menu on the left, click on Finance.
    • Under the Finance section, click on Expenses. This will bring up the Expenses screen.
  2. View Expenses:

    • By default, the screen shows the expenses for the selected period.
    • Use the tabs at the top to select the period view:
      • Monthly
      • Yearly (selected in the screenshot)
      • Custom
      • Recurring
      • Chart
  3. Add a New Expense:

    • Click on the Add expense button located at the top right of the screen to add a new expense.
  4. Filter Expenses:

    • Use the dropdown menus to filter expenses by project, member, or category.
    • Use the year filter to select the specific year you want to view.
    • Click the Search icon to refine the results based on the criteria you entered.
  5. View Expense Details:

    • The table displays a list of expenses with the following columns:
      • Date: The date the expense was recorded.
      • Category: The category of the expense.
      • Title: The title or short description of the expense.
      • Description: A detailed description of the expense.
      • Files: Any files or receipts attached to the expense.
      • Amount: The amount of the expense.
      • TAX: The tax applied to the expense.
      • Second TAX: Any additional tax applied to the expense.
      • Total: The total amount including taxes.
  6. Export or Print Expenses:

    • Use the Excel button to export the expense details to an Excel file.
    • Use the Print button to print the expense details.
  7. Adjust Items Per Page:

    • At the top left of the table, adjust the number of items displayed per page using the dropdown menu.
  8. Navigate Through Pages:

    • If there are multiple pages of expenses, use the pagination controls at the bottom right to navigate through the pages.

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