In the Shoply system, managing your expenses is essential for accurate financial tracking and effective business management. This guide will cover how to navigate to the expenses section, perform individual actions on expenses, export expenses, and search for specific expenses.
Accessing the Expenses Section
To view and manage expenses, follow the steps below:
Step-by-Step Guide to Accessing Expenses
Step 1: Navigate to the Expenses Section
On the main dashboard of Shoply, go to Purchases > List Expenses. This will bring you to the page where all the recorded expenses are listed.
Performing Individual Actions on Expenses
Once you are in the List Expenses section, you can perform actions on each expense. These actions include editing and deleting expenses.
Actions You Can Perform
Edit an Expense
To edit an existing expense, click the Edit button under the "Actions" column next to the relevant expense.
Delete an Expense
To remove an expense, click the Delete button under the "Actions" column. Confirm your decision to delete the entry.
Exporting Expenses
The Shoply system allows you to export your expense data in multiple formats. This feature is useful for generating reports and analyzing your financial records.
Export Options
Step 1: Select Export Format
In the List Expenses section, you can choose to export the expenses by clicking on one of the export buttons such as Copy, Excel, CSV, or PDF.
Searching for Expenses
The Shoply system provides a search feature that helps you quickly find a specific expense from the list.
How to Search for Expenses
Step 1: Use the Search Box
In the List Expenses section, there is a search box below the table header. Type a keyword, such as a date, reference number, or amount, and press Enter. The system will filter the expenses to display only relevant results.
Managing your expenses in the Shoply system is a straightforward process that allows you to track, modify, and export your financial records easily. By following this guide, you can efficiently manage your expenses and keep your business's financial data organized and accessible.
