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Expense Management in Admin

Summary

This guide explains how to manage and review expenses in the Admin section, including viewing, editing, and deleting expenses submitted within the system.

In this article

  • Before you begin
  • Step 1: Access the Expense Management section
  • Step 2:  View an expense
  • Step 3: Edit an expense
  • Step 4: Delete an expense
  •  Frequently Asked Questions (FAQ)

Before you begin

  •  Ensure you have Admin permissions to manage expenses.
  • Be familiar with the types of expenses being submitted and the required approval processes.

Step 1. Access the Expense Management section

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Expenses" or "Expense Management" from the available options.

Step 2. View an expense

  1. In the "Expenses" section, locate the expense you want to view.
  2. Click on the expense to open its details.
  3. Review the expense information, including the amount, date, description, and approval status.

Step 3. Edit an expense

  1. Find the expense you want to edit.
  2. Click on the expense to view its details.
  3. Click the "Edit" button.
  4. Modify the necessary details, such as the amount, category, or description.
  5. Once changes are made, click "Save" or "Confirm" to update the expense.

Step 4. Delete an expense

  1. In the "Expenses" section, locate the expense you want to delete.
  2. Click on the expense to view its details.
  3. Click the "Delete" button at the bottom of the page.
  4. A confirmation prompt will appear; confirm the deletion.
  5. The expense will be permanently removed from the system.

Frequently Asked Questions (FAQ)

1.Can I add new expenses in the admin section?

The admin section is primarily for reviewing and managing submitted expenses. New expenses should be submitted by users with the appropriate permissions.
 

2. Can I undo the deletion of an expense?

 No, once an expense is deleted, it cannot be recovered. If needed, you will have to re-enter the expense manually.

3.Can I edit an approved expense?

 You can edit an expense as long as it hasn't been locked or finalized in the system. If changes are needed after approval, it may require further review or re-approval.