Expense Listing

The "Expenses Listing" feature under the "Expense Management" module allows users to efficiently manage and analyse expense data. 

Here's how to use this feature along with an explanation of each field in the grid columns:

Usage:

1. Rows per Page: Users can set the number of rows to display per page in the expense listing. This feature is useful when you have a large number of expenses to review, and you want to control how many are displayed at once.

2. Search Filter: The search functionality enables users to filter the expense data based on specific criteria. You can search for expenses by various attributes, making it easy to find specific records.

3. Export Options: Users can export the displayed expense data in various formats, including Excel, CSV, PDF, and print formats. This is useful for generating reports or sharing expense data with others.

4. Refresh Icon: Clicking on the refresh icon allows users to update and reload the expense data, ensuring that the information displayed is current.

Grid Columns Explanation:

1. Category: This column displays the category or type of expense incurred, such as "Travel," "Office Supplies," or "Entertainment."

2. Amount: The amount column shows the monetary value of the expense.

3. Name: This field typically contains a brief description or name associated with the expense, providing additional context.

4. Receipt: The receipt column may contain information about the receipt or reference number related to the expense. This helps in tracking and verifying expenses.

5. Date: The date column displays the date when the expense was incurred or recorded.

6. Project: If the expense is related to a specific project, this column may indicate the project's name or identifier.

7. Customer: If the expense is associated with a particular customer or client, this column may display the customer's name or identifier.

8. Invoice: If the expense is linked to an invoice, this column may show the invoice number or reference.

9. Reference #: This column provides a unique reference number or code associated with the expense, aiding in easy identification and tracking.

10. Payment Mode: The payment mode column specifies how the expense was paid, such as "Credit Card," "Cash," or "Bank Transfer."

11. Accounting Status: This option allows the user to set the expense status directly from the list. Each status is labelled with a different colour. 

Figure 1 Expense Listing