Add Expense

Summary #

Record an expense entry to ensure accurate financial tracking and reporting within the system.

Steps #

1. Log in to Your Account
   Access the system using your login credentials.
2. Navigate to Expenses
   • Click on Operations in the dashboard.
   • Select Expenses from the menu.
3. Start Adding an Expense
   • Click the Add button to begin.
4. Enter Expense Details
   • Select Date of the expense.
   • Enter the Amount spent.
   • Choose the appropriate Category for the expense.
   • Select the Responsible Person for the expense.
   • Choose the Payment Method (e.g., cash, credit card, etc.).
   • Optionally, add a Note to provide additional details about the expense.
5. Submit the Expense
   • Review the details and click Submit to save the expense entry.

Expected Result #

The new expense record will be successfully added and available for review in the expense report.