How to Access the Expenses Module

How to Access the Expenses Module

  1. In the left sidebar, click the Bar-code icon to open the Expenses module.

  2. The Expenses dashboard will open showing all recorded expenses with the following information:

    • Date, Invoice #, Issuer, Category, Receipt, and Amount

What You Can Do in the Expenses Module

  • Create a new expense using the "Create Expense" button at the top left

  • Click the receipt icon in the Receipt column to view an uploaded receipt

  • Click the copy icon on the right side of an expense row to duplicate it

  • Click the "X" icon to deactivate an expense

Toggle between Active and Inactive expenses using the toggle at the top right


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