Adding Expense, Viewing Expense Report, Income Report, Transaction Analytics and Banks.

To add new expense

Note: This feature is only available for the Super Admin, Admin and the Accountant.

  • Log in to your account with your Username and Password.
  • Click on the Accounts control button on the dashboard.
  • On the drop-down menu, click on the add expenses link to add expenses. Fill in the Transaction Type,Payment Method, Amount, what the payment is for, the person or company paid to, description and comments.
  • Click on submit.

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To view Expense report

  • Click on the Account Control button.
  • Select Expense report to populate the report.
  • To view more details, click on the view button on the Action column.

 

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To view Income report

  •  Click on the Account Control button.
  • Select Income report to populate the report.
  • To view more details, click on the view button in the Action column.

To view Transaction Analytics

  •  Click on the Account Control button.
  • Select Transaction Analytics to view.

To add a new bank, view and edit an existing bank

  • Click on the Account Control button.
  • From the drop-down menu, click on the bank link to navigate to the page.
  • Click on the Add new bank button located on top of the Action Column.

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Note:
You can view or edit an existing bank by clicking on the View or Edit buttons respectively.

  • Input all the fields and click on save to save your information.

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