Expense Setup

Expense Setup enables one to capture some of the expected expenditures under petty cash.

Figure 8.14.1 Adding,Viewing and Editing a Expense Item.

Adding a new expense

• You can add an expense by Clicking on the new Icon on the toolbar.
• On click an Empty row is Added on the Grid on which you type the expense details as in Figure 8.14.1.
• After making additions you can click on the Refresh Icon to reload the data.

 

Editing an expense

• Double Click on a cell of the selected Expense Item you wish to Edit

 

Deleting an expense Item

• Select the row you wish to delete by clicking on it.
• Click on the delete Icon on the toolbar to delete the selected Expense.
• When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.

Searching an expense

• You can search an Expense item by typing the search criteria on the text field on top of the Column you wish to search by.

Printing

• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document