Expenses

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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.

Video:

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