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hand-holding-circle-dollarExpenses/Incomes

This panel provides a comprehensive way to manage company expenses and incomes, ensuring transparency and compatibility with teams such as accounting and finance.

The panel provides a comprehensive way to view, manage, and add cost and income documents. For additional clarity, filtering options have been included:

  • Edit – modify selected record

  • Add – create a new record

  • Charts – generate visual reports/graphs

  • Download () – export data

  • Generate Transfers – automatically prepare transfer orders.

  • Assign Project (only 100%) – link records to a project, but only at full (100%) allocation

chevron-rightWhat can you learn from the table?hashtag

  • Record Status – whether the entry is new or already processed

  • Settlement Info – settlement reference

  • Document Number – invoice or document ID

  • Document Date – the date the document was issued

  • Bank Account – account number associated with the transaction

  • Total Amount – the full value of the transaction

  • Amount to Transfer – the exact amount that needs to be transferred

  • Transaction Type – categorized as either INCOME or COST

  • Employee Assignment – shows if a specific employee is linked to the record

  • Workflow State – additional processing or approval status

  • Client name

  • paid by – an important deadline

  • social tax

  • VAT

  • split

  • NIP

  • Name

  • Proj%

  • % of total

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Edit options for selected record

Each cost or income record can be edited and managed along with its related details, which is particularly helpful for employee settlements. The available options include:

  1. Details – view essential information about the selected record

  • edit- modify important data within the record

  • accountant- send the record directly to the accounting team

  • HR- send the record directly to the HR team

  • Share-share the record with anyone who needs access

  1. History- review the history linked to the selected income or expense.

  2. Projects- view the project an employee is assigned to (if the record is linked to an employee).

  3. Feed- see and add comments.

  4. Tasks- check tasks related to the record.

  5. Contract- view the employee’s contract (if the record is linked to an employee).

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