What this screen is for
This opens the expenses screen on its Summary tab, where spending is grouped by category instead of listed one expense at a time. The cards above show the number of expenses, the total amount, how much has been paid and how much is pending. A search box narrows the summary, and the filters apply to it as they do to the detailed view. From here you can print the summary or send the totals by WhatsApp or email.
When to use it
Use it when the question is what a category has cost over a period rather than what any single expense was. Switching to the Detailed tab takes you to the individual records.
What you see on this screen
Four cards: Total Expenses (the count), Total Amount, Paid and Pending.
Each category then appears as a row you can open. The row carries the category name, how many expenses it holds, the total amount, and beneath that Paid and, where anything is outstanding, Pending, with a bar showing the proportion settled. A Grand Total closes the list.
Opening a category loads its expenses in a table of Date, Expense #, Description, Vendor, Amount, Status and actions to view, edit or delete. Beneath that table sit the range being shown, the category's Total count and Total amount, and page controls where the category holds more expenses than fit at once.
Filters and actions
A Search number, description or reference box sits above the tabs on this view. Show Filters opens the panel shared with the Detailed tab: Search, Status, Expense Category, Project and a Date Range, with Reset. All of them narrow the summary, so the grand total describes what you have asked for rather than all time.
The header carries Print Summary, and WhatsApp and Email, which send the totals as a message rather than the document. Add Expense records one and Categories opens the category list.
Status values
The status shown against each expense inside a category is one of Draft, Pending, Paid or Cancelled. The Paid and Pending figures on the cards and on each category row are the amounts behind those states.
Related
- All Expenses — the same screen on its detailed list of individual expenses
- Expense Categories — the categories this summary groups by
- Profit & Loss — expenses as they appear against revenue