Expense Management

To view and manage your expenses, navigate to the General section and click on the Expenses menu item.

Expense Dashboard

At the top of the page, you'll find a mini-dashboard displaying key expense analytics:

  • Total Expenses: The sum of all expenses.
  • Average Expense: The total amount spent divided by the number of expenses.

Expense Records

Below the dashboard, you'll find the Expense Records section, carefully designed with two main areas:

  1. Filter Section
    You can easily filter your expenses by:

    • Category: Select a category from the dropdown (e.g., Transport, Airtime, etc.).
    • Status: Filter by status, such as Pending, Approved, or Rejected.

  2. Table Section
    The table displays a list of all your expenses, with options to filter and interact with your records.

Adding an Expense

To add a new expense:

  1. Click the "Add New Expense" button located to the right of the Expense Records title.
  2. Fill out the form that appears.
  3. Click "Create" to submit your expense. The record will then appear in the table.

Viewing a Receipt

If an expense includes a receipt:

  • Look for a download icon under the Receipt column in the table.
  • Click the icon to view or download the receipt.

Editing or Deleting an Expense

You can edit, view, or delete any expense that hasn't been approved yet. To do so:

  1. In the Actions column, click the ellipsis (three dots) next to the expense you want to modify.
  2. Choose one of the options: Edit, Delete, or View.

This intuitive design ensures you can easily manage and track your expenses at any time.