ADD AND MANAGE YOUR EXPENSES
Managing Expenses In Your System Involves Setting Up Expense Categories, Suppliers, And Logging The Expenses Themselves
Here's how to do it step by step:
Step 1: Set Up Expense Groups & Types
Before adding any expenses, organize your expense structure.
Navigation:
Go to Company Settings > Expense Settings
✅ Set Up Groups – Click on Add Group (e.g., Marketing)
✅ Set Up Types – Click on Add Type (e.g., Content Creator) and link it to the relevant group (e.g., Marketing)
✅ You can enable or disable any group or type when needed
Step 2: Set Up Your Suppliers
(Optional but recommended for tracking)
Navigation:
Go to Expenses > Suppliers tab
✅ Click Add Supplier
✅ Choose the Supplier Type:
- Internal Supplier – Related to staff (e.g., salaries)
- External Supplier – Related to third parties (e.g., rent, utilities)
Fill in supplier details:
- Name
- Email
- Phone Number
- Registration Number
- Contact Name & Number
- Type (Internal/External)
- Balance (automatically updated)
- Status (Deleted: Yes/No)
- Edit/Delete options under Actions
- You can also add a supplier while adding a new expense if needed.
✅ Step 3: Add an Expense
Once your setup is complete:
Navigation:
Go to Expenses section (main tab, left menu)
✅ Click Add
✅ Fill in all required fields:
- Branch
- Supplier
- Expense Type
- Amount
- Tax (if applicable)
- Description
- Date
- Payment Method
Top of the page shows:
✅ Total Expense
✅ Outstanding Balance (if payment is pending)
- You can filter expenses by branch using the filter bar.
✅ How to Delete an Expense
If you need to remove a specific expense:
Navigation:
Go to Expenses > Suppliers tab
✅ Scroll to the relevant supplier
✅ Click on their Balance
✅ Click Summary
✅ Find the correct expense (check date & amount)
✅ Click Delete Expense
✅ Scroll down to Payments and click Delete Payment as well
⚠️ Make sure you're deleting the correct entry to maintain accurate financial records.