Ekattor 8

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How to manage expenses

After creating the expense categories, the school admin and accountants can add, update, or remove expenses. They can overview the expense details from the expense managing list. 

 

Adding new expenses:

To add a new expense, the admin and accountants can follow the steps below:

  • Log in to the application.
  • Select the "Accounting" option from the left menu.
  • Click on the "Expense Manager" option from the sub-menu.
  • Tap on the "Add new expense" button to add a new expense to the school.


Ekattor 8 Adding Expense 1


  • Provide the required information.
  • Click on the "Create expenses" button to save new expenses.


Ekattor 8 Adding Expense 2


Updating expenses:

To update expenses information, the admin and accountants can follow the steps below:

  • Log in to the application.
  • Select the "Accounting" option from the left menu.
  • Click on the "Expense Manager" option from the sub-menu.
  • Provide the required information and click on the "Filter" button.
  • Select an expense from the list.
  • Click on the "Actions" button for more options.


Ekattor 8 Managing Expenses


  • Select the "Edit" button.


Ekattor 8 Editing Expenses 1


  • Update required information.
  • Click on the "Update expenses" button for confirmation.


Ekattor 8 Editing Expenses 2


Deleting expenses:

To delete expenses information, the admin and accountants can follow the steps below:

  • Log in to the application.
  • Select the "Accounting" option from the left menu.
  • Click on the "Expense Manager" option from the sub-menu.
  • Provide the required information and click on the "Filter" button.
  • Select an expense category from the list.
  • Click on the "Actions" button for more options.


Ekattor 8 Managing Expenses


  • Select the "Delete" button.


Ekattor 8 Deleting Expenses


  • Click on the "Yes" button for confirmation.


Admin and accountants can also download the expenses list by selecting the "Export report" button after clicking on the "Filter" button. They can download the expenses list in 3 different ways. They are:

  1. As PDF file
  2. Get the hardcopy through Printout

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