Expenses

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1. Monthly / Yearly / Custom / Recurring:

This is where all expenses will appear, both stand-alone expenses and project expenses.

Expenses can be added manually from here, while expenses from other tabs will automatically be added.

Expenses show date, title, description total and tax of the expense.

Expenses can be filtered for each project.

Monthly lists expenses for the month, Yearly lists expenses for the year, custom and recurring show expenses manually added/ expenses that are taken on a recurring basis.

Clicking 'Add expense' will bring up a whole menu to fill in details of the expense.

2. Summary / Chart:

Shows all expenses in total, depending on the category picked.

Can filter between dates, for example 17th - 18th January.

Can add expenses.

Chart shows the total expenses in month bar-chart format, over a year.

Charts can be customised.

Clicking 'Add expense' will bring up a whole menu to fill in details of the expense.

© 2024 Balliante Limited, Company Number 12974995.  Registered Address

Furness House, 10 The crofts. Rotherham S60 2DJ

Last document review date: 15^th April 2024.

For full information of defined terms please refer to the Defined Terms document or contact us.