Expense Categories

The Expense Categories feature in Tracepos allows users to manage and organize expense categories for better financial tracking. This guide explains how to use the feature effectively.

Accessing the Expense Categories Page

1. Navigate to the Expense Manager section in the Tracepos dashboard.
2. Select Expense Categories from the menu.

Features Overview

1. Viewing Expense Categories

• The Expense Categories table displays a list of all categories, including:
  • Name: The name of the expense category.
  • Description: A brief description of the category.
  • Entry Account: The associated account for the category.
• Pagination:
  • Use the pagination controls at the bottom of the table to navigate through the list of categories.

2. Adding a New Expense Category

1. Click the Add Button:

• Click the + Add button (visible if you have the expense_categories_create permission).

• Enter the name, description, and associated entry account for the category in the Add/Edit modal.

• Click the Save button to create the new category.
• If successful, the category will appear in the table.

3. Editing an Expense Category

1. Locate the Category:

• Find the category you want to edit in the table.

• Click the Edit button (visible if you have the expense_categories_edit permission).

• Modify the name, description, or associated entry account in the Add/Edit modal.

• Click the Save button to apply the changes.

4. Deleting an Expense Category

1. Single Deletion:

• Locate the category you want to delete in the table.
• Click the Delete button (visible if you have the expense_categories_delete permission).
• Confirm the deletion in the confirmation dialog.

• Select multiple categories using the checkboxes in the table.
• Click the Delete Selected button.
• Confirm the deletion in the confirmation dialog.

5. Searching and Filtering

1. Search by Column:

• Use the dropdown menu to select a column (e.g., Name, Description).
• Enter a search term in the search box and press Enter or click the search icon.

• Filterable columns are pre-configured to allow dynamic filtering of data.

Permissions

• Add Categories: Requires expense_categories_create permission.
• Edit Categories: Requires expense_categories_edit permission.
• Delete Categories: Requires expense_categories_delete permission.

Troubleshooting

• Save Button Disabled:
  • Ensure all required fields are filled in the Add/Edit modal.
• Permission Issues:
  • Verify that your user account has the necessary permissions to perform the action.
• Search Not Working:
  • Ensure the search term matches the data in the selected column.

Key Features

• Dynamic Table:

·         View, search, and filter expense categories in a responsive table.

• Add/Edit Modal:

·         Easily add or edit categories using a user-friendly modal.

• Bulk Actions:

·         Perform bulk deletions for multiple categories at once.

• Permission-Based Access:

·         Actions are restricted based on user permissions.