Skip to main content

Money Expense

Track and manage all property-related expenses efficiently.

How can I add a new expense?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Click on the add expense button.
Step 4: Enter expense details including amount, category, and description.
Step 5: Upload receipt if available.
Step 6: Click save to add the expense.

How can I view all expenses?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: All expenses will be displayed in chronological order.

How can I filter expenses by category?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: A filter is available in the search box. Click on it.
Step 4: A pop up will appear, select the category filter.
Step 5: Choose the desired expense category.
Step 6: Click on apply.

How can I filter expenses by date range?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: A filter is available in the search box. Click on it.
Step 4: A pop up will appear, select the date range filter.
Step 5: Choose start and end dates.
Step 6: Click on apply.

How can I edit an existing expense?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Find the expense you want to edit.
Step 4: Click on the expense card.
Step 5: Click on the edit button.
Step 6: Update the expense details.
Step 7: Click save to update.

How can I delete an expense?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Find the expense you want to delete.
Step 4: Swipe left on the expense card.
Step 5: Click on the delete option.
Step 6: Confirm deletion in the popup.

How can I upload expense receipts?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Click on add expense or edit existing expense.
Step 4: Click on the upload receipt option.
Step 5: Choose camera to take a photo or gallery to select existing image.
Step 6: Upload the receipt image.

How can I view expense receipts?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Click on the expense card that has a receipt.
Step 4: Click on view receipt to see the uploaded image.

How can I categorize expenses?​

Step 1: When adding or editing an expense, select from predefined categories like:

  • Maintenance
  • Utilities
  • Repairs
  • Cleaning
  • Security
  • Marketing
  • Legal
  • Others

How can I view monthly expense summary?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Use the date filter to select the desired month.
Step 4: View the expense summary at the top of the screen.

How can I view property-wise expenses?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Use the property filter to select specific property.
Step 4: View expenses filtered by the selected property.

How can I export expense data?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Look for export or download option.
Step 4: Select the date range and format.
Step 5: Click export to download the expense report.

How can I set expense budgets?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Go to budget settings.
Step 4: Set monthly or yearly budget limits for different categories.
Step 5: Save budget settings.

How can I view expense analytics?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Look for analytics or reports section.
Step 4: View expense trends, category breakdowns, and comparisons.

How can I add recurring expenses?​

Step 1: Click on the money icon.
Step 2: Click on the expense option.
Step 3: Click on add expense.
Step 4: Enable the recurring option.
Step 5: Set the frequency (monthly, quarterly, yearly).
Step 6: Save the recurring expense.

How can I manage vendor information?​

Step 1: When adding an expense, include vendor details.
Step 2: Save vendor information for future use.
Step 3: Select from saved vendors when adding similar expenses.

How can I track tax-deductible expenses?​

Step 1: When adding an expense, mark it as tax-deductible.
Step 2: Use category filters to view all tax-deductible expenses.
Step 3: Export tax-deductible expense reports for accounting purposes.

How can I view expense approval workflow?​

Step 1: If expense approval is enabled, submitted expenses will show pending status.
Step 2: Approved expenses will show approved status.
Step 3: Rejected expenses can be edited and resubmitted.