Articles on: Business Analytics


The "Expenses" sections helps you access and analyze the existing expenses.

To access the “Expenses” section, navigate to Accounting → Expenses.

The expenses are presented both on a chart and in a list form.

You can filter the information by time period, creator and employee.
Note that the filters can be used both separately and combined.

If you click on a chart section that has more than 1 expense, its details on another chart will be available.

You can also add expenses.
To add a new expense, click on the “Add Expense” button in the top right corner.
In the pop-up window add the required expense details and hit “Save” to add the expense.
Note that the expense type, payment type and amount are mandatory.

Types for expenses can be added in the "Expense Types" section. Click here to learn more.

At the bottom of the page, expense details for the chosen period are available in a list form.
To edit an expense, click on the “Pencil” icon.
To delete, click on the “Bin” icon.
Note that only expenses added manually can be deleted or edited.

Updated on: 08/02/2023