Expenses
Step 1: Recording a New Expense
In the box on the left side of the screen, you can complete all the required information to record an expense. This includes entering a receipt for the expense. Once all information is entered, click OK to save the record.
After saving, the new expense record will appear in the box on the right side, alongside all other recorded expenses. The Actions button for the new record will be enabled, allowing further management of the expense.
Step 2: Managing Expense Records
The Actions button next to each expense record provides four options:
If you want to make a payment, click on Make Payment. This will open the Pay to Vendor window, where you can enter the payment details, check the invoice, and confirm the payment by clicking Pay Now.
Step 3: Filtering and Reviewing Expenses
At the upper part of the window on the right side, you will see a filter option. Use this filter to consult specific expenses. Complete the necessary information and click Apply to view the filtered records.
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