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Expenses

Expense Section​

The expense section provides a detailed overview of all expenses associated with property management.

Expenses report screenshot showing filters and a table of expense transactions

Key Features​

  • Filter Options: Offers fields to search expenses, select expense category, and set a date range, with a "Reset Filters" button to clear selections and a "+ Expense" button to add new expenses.
  • Table Display: Shows columns for date, amount, description, category, attachment, and actions, displaying expense details with options to view attachments or edit/delete entries. Includes pagination with page navigation and a result count.
  • Add New Expense Modal: A modal appears when "+ Expense" is clicked, featuring fields for amount, date, category, attachment, description, and buttons for cancel and add expense.

Add expense modal screenshot showing fields for amount, date, category, attachment, description, and action buttons

How to Use​

  1. Access the "Expense" tab to view expense transaction details.
  2. Apply filters by searching expenses, selecting an expense category, or setting a date range.
  3. Review the table to analyze expense data and click "Show image" to view attachments.
  4. Click "+ Expense" to open the modal, fill in the required fields, and click "Add Expense" to submit.
  5. Click "Reset Filters" to clear all applied filters.
  6. Use pagination to navigate through multiple pages of results if available.