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Expenses

Expenses Overview

You can view the list of all Expenses by clicking on Finance -> Expenses** in the left sidebar menu. You can add, edit, delete, or export Expenses. At the top of the Expenses** page, you'll find the Add Expense button. The Add Expense option allows you to create New Expense.

Expenses List​

The Expenses list displays all of yours Expenses and their essential information such as the Expenses name, client, amount, start, and end date.

Expenses List Figure.01 Expenses List

Export​

You can export the list of Expenses by clicking on the Export button.

Filters​

The CRM System lets you filter the Expenses records based on various factors such as date, and type. You can access more filters by clicking on Filters.

Action Column​

Click on the three vertical dots to access more options in the Action column in table view. You can perform the usual View, Edit or Delete operations along with other operations.

  • View: The view options lets you view your expense details.
  • Edit: The edit options lets you edit your expense details.
  • Delete: The delete options deletes your expense.

Add Expenses​

To create a new Payments, click on Create Payments. Fill in all the required details and click save.

Add Expenses Figure.04 Add Expenses

Edit Expenses​

You can edit all the Expenses details by clicking on the edit option under the Action Column.

Edit Expenses Figure.05 Edit Expenses

View Expenses​

You can view all the Expenses details by clicking on the view option under the Action Column.

View Expenses Figure.06 View Expenses