Viewing Recorded Expenses

#Overview

This document provides step-by-step instructions on how to view recorded expenses in the system.

#Steps to View Expenses

#Step 1: Access the Expense Management System

• Log in to the system using your credentials.
• Navigate to the "Expenses" section on the dashboard.

#Step 2: View Expense List

• Click on the "View Expenses" tab.
• A list of all recorded expenses will be displayed, including:
  • Expense Category/Type
  • Amount Spent
  • Date of Expense
  • Supplier/Company
  • Loan Number (if applicable)
  • Description/Comments/Narrations
  • Attached Files (if available)

#Step 3: Filter and Search Expenses

• Use the search bar to find specific expenses by:
  • Expense Category
  • Supplier/Company Name
  • Date Range
  • Loan Number
• Apply filters to narrow down the list based on selected criteria.

#Step 4: View Expense Details

• Click on an expense entry to open detailed information.
• View all associated details, including uploaded receipts and invoices.

#Step 5: Export or Download Expense Records

• Click on the Export button to download expenses in CSV, Excel, or PDF format.
• Select the desired format and save the file to your device.

#Notes

• Ensure you have the correct access permissions to view expense records.
• Use filters effectively to find relevant records quickly.
• If an expense entry appears incorrect, verify its details or contact the administrator for corrections.

#Conclusion

Following these steps ensures efficient tracking and management of recorded expenses, helping with financial monitoring and reporting.