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—expenses [2015-01-16 19:24] – [Adding a new expense] natalia.martinez
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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.
 +
 +{{ :Expenses1.png?400 }}
 +===== The view =====
 +
 +{{ :Expenses2.png?800}}
 +
 +  * This is an example of how the Expenses module would look on your Feng Account.
 +
 +===== The toolbar =====
 +
 +{{ Expenses3.png }}
 +
 +  * **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 =====
 +
 +{{Expenses4.png}}
 +
 +  * **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. 
 +{{ Expenses5.png }}
 +
 +You can include the following details:
 +
 +{{ Expenses6.png }}
 +
 +  * **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 =====
 +
 +{{ detailexpenses.png?750}}
 +
 +**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.**