Expense
Expense Window Search
Search Button
To search for an existing expense
You can remove the date and description blank and search by status only. This will bring up all expenses for the status that you are searching by.
Go to Financial> Expenses then click on the search icon
As shown below:
After clicking on the search icon the screen below will appear
| Date From | From which date do you want to view your expenses |
| Date To | Enter until which date you want to view your expenses |
| Description | Search for Expense by capturing the description of the expense that you are looking for |
| Status | Select status on the drop down selection |
| Search Button | Click this button to search based on the criteria that you have selected |
Refresh Button
Refresh button allows you to see a list of all expenses under preparation status
After clicking a refresh button the screen below will appear:
You can open the one that you want to edit or that you want to send for approval.
To add or edit expenses successfully click here
New Expense
Adding new expenses
Please see the steps below to successfully add a new expense
- Click + icon to add a new expense
- Capture all information as explained in this manual
- Click on the tick on the top right to save the expense
- Scroll left to update division and region and all details
- Scroll left again to attach a slip or invoice
- Once you have completed all the stages you need to click on the back arrow to a screen that will inform you to sync your expense
Click on the Plus + button to add a new expense
Always click on the tick box to save the expense before moving on to the other menus
After attaching a document or image click on the back arrow so you only sync the expense once if you sync the attachment on its own and send the document for approval the system does not send the correct link to the approver and it will not allow the approver to open the document
| Amount | Enter the expense amount |
| Expense Date | Enter the correct date for the claim |
| Invoice No |
Enter the supporting document number if you have This is not compulsory |
| Category | Select Category from the drop-down selection |
| Sub Category | Select the correct sub-category if there is more than one |
| Description | Enter claim description |
| Reference | Enter Claim reference |
| Notes | Add detailed additional notes if applicable |
Once complete
| Division | Enter division |
| Region | Enter region |
After adding division and region scroll left again to add your till slip or invoice
Once done adding an image
Click on the back arrow
The back arrow which shows the screen below will allow you to sync.
After, syncing your expense go back into your expense then send it for approval
After, syncing click on it to send for approval as shown below:
