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Budget expenses

Budget expense entries with amount, method, vendor, and receipt references.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/budget/expenses

Dependencies​

  • Budget lines exist for the open period.
  • Attach receipt references for audit.

Screenshot​

Budget expenses desktop

Budget expenses mobile

Steps​

  1. Open Budget expenses at /finance/budget/expenses as FINANCE.
  2. Add expense rows with When, Amount, Method, Vendor, Receipt as prompted.
  3. Confirm the correct budget line/period.
  4. Review Spent on lines/dashboard afterward.
  5. Do not delete audited expenses - reverse per policy if needed.

Fields and actions​

  • Columns: When, Amount, Method, Vendor, Receipt

Common mistakes​

  • Expense without receipt reference
  • Wrong period
  • Cash method without cashier handover