List Expenses
List Expenses is used to list all the
expense details and user can create new expenses, import expenses, export to
Excel file, delete expenses, etc.
- EXPENSE LISTS (7.1.A): Lists of expense that we have created.
- EXPENSE NOTE (7.1.B)
- PAYMENT DETAILS (7.1.C)
|
Item |
Description |
Flow |
|
1. Add
Payment |
To
add payment of the expense |
· Multiple
Add: Select data in the list => Go to header button =>
Click on Add Payment(1) => Specify
the fields => Click on Add · Single
Add: Click on box Actions => Click on Add Payment(4) => Specify the fields => Click on Add Note:
Adding payment details will be shown in the Add Payment Form (5.3.C) |
|
2. Expense Note |
To
view the expense note |
Click
on box Actions => Click on Expense
Note(2) Note:
The details will be explained in Expense
Note (7.1.B) |
|
3. View
Payments |
To
view the payment details |
Click
on box Actions => Click on View Payment(3) Note:
The details will be explained in Payment Details (7.1.C) |
-
PAYMENT STATUS (7.1.D)
|
Payment
Status |
Description |
|
1.
Pending |
The company
hasn't paid the payment yet |
|
2.
Partial |
The company
has paid a partial payment amount |
|
3.
Paid |
The company
has paid the entire payment amount |
- EXPENSE ADD NEW (7.1.E)
- EXPENSE FIELD DECRIPTION (7.1.F)
|
Field |
Description |
|
1. Date |
Specify the date |
|
2.
Reference No. |
Specify
the reference No. |
|
3. Branch |
Specify
the branch |
|
4. Project |
Specify
the project |
|
5. Warehouse |
Specify
the warehouse |
|
6. Supplier |
Specify
the supplier |
|
7. Paying
By |
Specify
the payment options |
|
8. Add
Products |
Specify
the products |
|
9. Description |
Specify
the description |
|
10. Unit Cost |
Specify
the unit cost |
|
11. Quantity |
Specify
the quantity |
|
12. Order Tax |
Specify
the order tax |
|
13. Discount |
Specify
the discount |
|
14. Attach Document |
Specify
the attach document |
|
15. Note |
Specify
the note |