Create a New Expense
1. Click “Expense” on the main menu.
2. To create a new expense, click “Create New” , then “Expense” or “+Add New Expense” buttons.
3. Once the tab is opened, click “Add New” button to enter expense items and click the blue save button at the beginning of each line, then after entering all items, fill the other necessary fields and click “Save & Close” button to save the record.
Edit an Expense
To edit an expense, please be sure that the expense is not approved. Approved expenses cannot be edited! You can only edit an expense unless the “Approved “ chekbox is not checked.If you want to edit an approved record, you must uncheck the “Approved” box first, then the record turns editable.
4. Click “Open in side panel” to edit the record.
6. After editing, click “Save & Close” button to save your edit.