How to add, delete, and update expense items

How to add, delete, and update expense items

How to manage expense items

Expense items are those different components of your ledger and petty cash items recorded daily, weekly, monthly or termly depending on your budgeting needs. 

 

How to add expense items

  1. Click on configure expense categories under the ledger admin privilege.

  2. Click on the add button.

  3. Enter the required fields.

  4. Click on the dropdown to select the category type.

  5. Click on the save button. 




How to delete expense items

  1. Click on configure expense categories under the ledger admin privilege.

  2. Click on the item you want to delete from the list to highlight it.

  3. Click on the delete button.

  4. Click on the ok button in the pop-up menu if you are sure you want to delete the selected item.



How to update expense items

  1. Click on configure expense categories under the ledger admin privilege.

  2. Click on the item you want to update from the list of displayed items.

  3. Click on the update button.

  4. Edit the required fields except for the expense category ID.

  5. Click on the dropdown to select the category.

  6. Click on the save button to effect the changes.



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