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View Expenses

This page displays a complete log of all expenses recorded in the system.

Filtering Expenses​

At the top of the page, you can filter your expense list to find specific records.

  • Branch: Defaults to the "Current Branch" you are logged into.
    • Users with Admin or BranchAdmin roles can also select "All Companies" to see expenses from every branch.
  • Category: Filter by the expense name/category.
  • Frequency: Filter by frequency (e.g., One time, Daily, Monthly).
  • Start Date and End Date: Filter by a specific date range.

Expenses Table​

Below the filters, your expenses are listed in a table with the following headers:

  • Expense Name
  • Amount
  • Date
  • Frequency
  • Mode (of payment)
  • Paid By (the user who recorded it)
  • Recorded On (timestamp)
  • Actions

The Actions column contains a Delete button.

Warning: Deleting an expense is permanent and cannot be undone. A confirmation modal will appear to ensure you want to proceed.

The table is paginated, and you can use the Previous and Next buttons at the bottom to navigate through your expense records.