Log into app.zeevou.com and go to Finance -> Expenses and you will be directed to the Expenses landing page. You can view different parts:
- Table of Expenses
You can view the Expenses table divided by Doc No. & Status, Date Range Covered, Amount, Expense Type, Unit, Created At, Channel, Doc Type, Service Provider, Unit Allocate Strategy, Actions. For each Expense row, you can click on the three dots to View or Delete. For example, if you click on View, that Expense page will open in which you can view and edit the information inline (You can just edit the amount for each Expense not the total amount). There are three cards: General Info, Finance, and Expense Allocations.
On the General Info card, you can view and edit the information shown on the table of Expenses. You can also click on Add More Details to select Additional Info or Service Provider for more information.
For Cost Allocation, you should select the Units that you wish to allocate the Expense to. Finally, click on Save.
2. Create a New Expense
If you click on Create a New Expense on the top right of the Expense Landing Page, a page will open in which you can insert the new Expense General Info, Total Amount and Tax.
3. Search & Filter Bars
You can search the Expenses by Expense Type or Created At. Expense Type and Created At are two set Filters for search. You can click on their downward arrows to select your desired Expense Type or Created At from the drop-down menu.
You can also click on the Filter sign; a drawer opens in which you can click on their downward arrows to select your desired Filter from the drop-down menu.
Note that you can export the list of the Expenses by clicking on the downward arrow of Export List and selecting XLSX file or CSV file.
