Guide to List Expenses in G SHOP POS

Accessing Expenses Module

Navigate to the left-hand sidebar. Click on "Expenses" to expand options. Choose either "List Expenses" or "Add Expense."

Listing Expenses

• Under "List Expenses," view all recorded expenses.
• Key columns include:
  • Date: The date and time of the expense entry.
  • Reference No: Unique identifier for each expense (e.g., EP2025/0004).
  • Expense Category: Type of expense (e.g., Tea Supplements, Salary).
  • Location: Indicates the shop branch (e.g., Branch 2, HQ).
  • Payment Status: Shows if the expense is "Paid" or "Due."
  • Total Amount: The full amount of the expense.
  • Payment Due: Any outstanding amount.
  • Contact: Person or entity linked to the expense.

Filters and Search

• Click on "Filters" to refine expense data using:
  • Business Location: Filter by specific branches.
  • Expense For: Designate the person/department.
  • Contact: Filter expenses linked to particular contacts.
  • Expense Category & Subcategory: Refine results by category.
  • Date Range: Specify a date interval.
  • Payment Status: View expenses based on their payment status.
• Use the search bar for quick queries.

Adding a New Expense

• Click the "+ Add" button.
• Fill in necessary fields.

Managing Expenses

• Under the "Actions" button:
  • Edit: Modify existing expense details.
  • Delete: Remove an expense.

Exporting and Printing

• Options available:
  • Export CSV: Download data as a CSV file.
  • Export Excel: Export data in Excel format.
  • Export PDF: Generate a PDF of expenses.
  • Print: Directly print the expenses list.

Summary Section

• Displays total expenses, the number of paid entries, and any pending dues.