Expenses Area
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.
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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.
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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
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Add a New Expense:
- Click on the Add expense button located at the top right of the screen to add a new expense.
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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.
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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.
- The table displays a list of expenses with the following columns:
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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.
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Adjust Items Per Page:
- At the top left of the table, adjust the number of items displayed per page using the dropdown menu.
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Navigate Through Pages:
- If there are multiple pages of expenses, use the pagination controls at the bottom right to navigate through the pages.