This guide provides step-by-step instructions for recording and managing your school's expenses using the Expenses module in Financial Reporting.
Navigate to Expenses from the left panel under Billing and Accounting.
How to Create a Register
Click on Add Register at the top-right corner of the screen.
Enter a name for the register (e.g., "Utilities," "Office Supplies," or "Miscellaneous").
You can create multiple registers to categorize and track different types of expenses.
Add an Expense
Select the register where you want to record the expense.
Click on Add Expense within the chosen register.
Fill in the following details:
Title: Enter a brief title for the expense (e.g., "Bought a tablet").
Description: Provide additional details about the expense.
Amount: Enter the cost of the expense.
Date: Specify the date of the transaction.
Mode of Payment: Select the payment method used (e.g., cash, card, bank transfer).
Reference Number: Include any transaction reference or receipt number.
Attachment: Upload a file related to the expense (e.g., receipt, invoice).
Once all fields are completed, click Submit. The expense will now be saved under the selected register.
View or Export Expense Data
To review expenses within a register, open the desired register from the Expenses module.
Use the date filter to view expenses for a specific time frame.
Download an Excel file of all expenses for easy record-keeping or reporting.
By following these steps, you can effectively track, organize, and manage your school's expenses for accurate financial reporting and analytics.