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EXPENSES MODULE

The Expenses Module gives you the ability to:

  • Keep track of all the money spent on Clients, Projects, Specific Tasks and more!
  • Never forget to invoice and get paid for your work faster.
  • Improve your ability to estimate new project budgets accurately.
  • Track profitability on projects and clients as easily as on time and materials for the projects.

The view

  • This is an example of how the Expenses module would look on your Feng Account.

The toolbar

  • New: lets you add a new expense
  • Edit: lets you edit the selected expense(s)
  • Archive: archives the selected expense(s) into the Archived Objects folder
  • Move to trash: moves the selected expense(s) to the trash
  • Expand all payments: lets you see an expanded view of all payments on the screen.(This can also be done for one single payment, by clicking the next to it.)
  • Collapse all payments: lets you see a collapsed view of all payments on the screen
  • Status: lets you filter the expenses by the following status:
    • All
    • Budgeted
    • Some payments approved
    • Approved
    • Some payments pending
    • Completed
  • From: lets you select an initial date.
  • Until: lets you select an ending date.

By filtering your expenses, you define which of them will be visible and which will be hidden.

Adding a new expense

  • Related to: Allows you to relate Clients, Projects, Tags, and Workspaces to your expenses.
  • Subscribers: Lets you add subscribers to the expense so they can be notified of its progress.
  • Linked objects: lets you link objects to the expense (such as invoices,billing spreadsheets, etc) for easy access.

Expense Information:

  • Expense: lets you enter a name for the expense (* this field is mandatory).
  • Description: lets you add a description for the expense.
  • Status: lets you specify the status of the expense (budgeted, some payments approved, approved, some payments pending, completed)
  • Payments: lets you enter the details of the payments.
  • Add budgeted payment: Lets you add multiple payments for your expense.

You can include the following details:

  • Description: Describe what the payment is for.
  • Date: Set Dates for the payment.
  • Amount: Set the amount to be payed.
  • Currency: Set the currency you will use. (At the moment, only USD is available)
  • Status: Status of the payment (Budgeted, Approved or Completed
  • Add expense: Saves changes and adds the new expense you just created.

Detail View

Actions:

  • Edit: lets you edit this expense. Clicking on this link takes you to the edit view.
  • Move to trash: lets you move this expense to the trash.
  • Archive: lets you archive this expense into the Archived Objects folder.
  • View history: lets you read the expense's history.

Properties:

  • Subscribers: these are the people who are subscribed to this expense. Clicking on a subscriber name takes you to the corresponding user profile.
  • Modify subscribers: lets you modify this expense’s subscribers.
  • Created by: this is the user who created this expense. Clicking on this username takes you to the corresponding user profile.
  • Post comment: lets you post a comment on the expense so that it can be available to and replied by all people subscribed to it.

In this view, you can also change the status of the payments without the need of editing the whole expense.

Discussion

PLEASE NOTE: Comments to the wiki should only contain suggestions and questions that help us to improve the manual (and not the software). These comments will be deleted as soon as the information has been integrated into the manual.

Posts that do not contribute to the DOCUMENTATION of the project will be DELETED.

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expenses.txt · Last modified: 2015-01-16 17:25 by natalia.martinez
 
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