How to Add and Manage Expences
Dashboard → Accounting → Expenses → Manage Expenses
Description:
Cazura provide expenses based on location with multiple payments. Create new expenses (eg: Rent, Food, Transport, Maintanence, etc..) based on the needs with Tax rate (Inclusive Tax / Exclusive Tax). We can create expenses for Customer, Vendor and Employee and also create Expense Type before you add expenses, Follow the guide and proceed.
Date: Set date and time for expenses.
Reference No: Expense reference number, A simple way to identify the expense type.
Amount: The amount which we paid for expense.
Type: In what type the expense spend.
Select Store: In which store the expense is made.
Paying By: Cash / credit card / cheque in which the payment is done for expense.
Customer: Select the customer to whom the expense is made.
Supplier: Select the supplier who made the expense.
User: By which user the expense is made.
Attachment: You can also attach the bill for reference.
Details: You can use to write details for reference note.
Add New Expense: Once you fill the details you can add for new expense.
Dismiss: To clear all the details.
At the top right of the page you will see the toolbar:
Add New Expense: Register the new expense.
Export Excel: Whole registered details export to excel sheet.
Export PDF: Whole registered details export to PDF file.
Delete: Clear all of the field data in the current screen.
Date: Expenses created date and time.
Expenses Type: The type which belongs to spending Expenses.
Reference No: Expenses reference number. A simple way to identify a Expenses, by supplying it with a unique reference number.
Amount: The amount paid from the store.
Details: The detail about the spending expenses.
Created By: The expenses is created by which user.
Menu: At the right end click the navigation icon it will show the expenses menus.
View: To view that particular expenses.
Edit: To edit the data of expenses.
Logs: Shows the information of change made by user for particular expenses.
Delete: Erases the information.
Video:
How To Access Expences Type
Dashboard → Accounting → Expenses → Expense Type
Expenses Type
On this page, We can manage the Accounting – Expenses Type, before you create expenses you need to set expenses type based on the daily needs. We provide expenses for customers, vendors, and employees.
Type: The type which belongs to spending Expenses.
Checkbox: To select the expense type to delete.
Menu: At the right end click the navigation icon it will show the expense type menus.
Edit: To edit the data of expenses type.
Delete: Erases the information.
At the top right of the page you will see the toolbar:
Create New: Register the new expense type.
Delete: Clear all of the field data in the current screen.
Title: Add the title for the expense.
Add Expense Type: Once you fill the title click to add the new expense type
Cancel: To cancel all the data fields.
Video:
How to Config Expences
Dashboard → Accounting → Config → Expenses Config
Expenses Config:
On this page, We can manage the Expenses Configuration. We provide a tax method, if you need tax (Inclusive or Exclusive) for your expenses Enable/ Disable the configuration, then proceed.
You can find important features in Cazura. some of the features below
Expenses Tax: You can set tax for expenses as Enable / Disable.
Update Setting: Once you customize you can update your setting.
Logs: It is helpful if any of the users change the option, it notifies.