expense

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expense [2026/07/10 08:15] – chillhubadminexpense [2026/07/10 09:05] (current) – chillhubadmin
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   * Navigate the expenses page by selecting **Menu** -> **Expenses** \\ {{:expense:expense_1.jpg?600|}}   * Navigate the expenses page by selecting **Menu** -> **Expenses** \\ {{:expense:expense_1.jpg?600|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filter & Summary:   * Additional Filter & Summary:
     * **Select Month**: a calendar selector that allows you to filter expenses by a specific month.      * **Select Month**: a calendar selector that allows you to filter expenses by a specific month. 
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       * **Total Expenses**: The total amount of expenses within the month.       * **Total Expenses**: The total amount of expenses within the month.
   * Data Table: //(Note that some of these columns may be hidden in the row details)//   * Data Table: //(Note that some of these columns may be hidden in the row details)//
-    * {{mdi>chevron-up?24}}: Expand row to view more details. +    * {{mdi>chevron-up}}: Expand row to view more details. 
-    * {{mdi>pencil?24}}: Modify expense details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify expense details (Mobile View: expand row to access) 
-    * {{mdi>content-copy?24}}: Duplicate an existing expense (Mobile View: expand row to access) +    * {{mdi>content-copy}}: Duplicate an existing expense (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete the expense record+    * {{mdi>delete}}: Delete the expense record
     * **Date**: The date the expense     * **Date**: The date the expense
     * **Status**: Indicates the current stage of the expense claim.     * **Status**: Indicates the current stage of the expense claim.
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     * Alternatively, simply drag your file from your computer and drop it into the designated upload area     * Alternatively, simply drag your file from your computer and drop it into the designated upload area
     * Attachment Options:     * Attachment Options:
-      * {{mdi>eye?24}}: Open and preview the image or PDF. +      * {{mdi>eye}}: Open and preview the image or PDF. 
-      * {{mdi>delete?24}}: Remove the attachment. +      * {{mdi>delete}}: Remove the attachment. 
-      * {{mdi>rotate-right?24}}: Rotate an uploaded image (not applicable to PDFs).+      * {{mdi>rotate-right}}: Rotate an uploaded image (not applicable to PDFs).
       * {{mdi>creation}}: **AI-Powered Expense Extraction**: Automatically extract the **Date**, **Amount**, **Reference No** //(Invoice/Receipt Number)//, select the best-suited **Expense Account**, and populate a short **Description**.        * {{mdi>creation}}: **AI-Powered Expense Extraction**: Automatically extract the **Date**, **Amount**, **Reference No** //(Invoice/Receipt Number)//, select the best-suited **Expense Account**, and populate a short **Description**. 
         * Tailor the AI's instructions to your needs under **Settings > Purchase > AI Expense Extraction Rules**.         * Tailor the AI's instructions to your needs under **Settings > Purchase > AI Expense Extraction Rules**.
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     * Activate Multi-currency add-on in the subscription plan to select foreign currencies.     * Activate Multi-currency add-on in the subscription plan to select foreign currencies.
   * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).   * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
-    * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.+    * {{mdi>currency-usd}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the expenses.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the expenses.
   * **Reference No.**: Any relevant reference number (receipt/invoice) for tracking.   * **Reference No.**: Any relevant reference number (receipt/invoice) for tracking.
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     * **Payment has different Exchange Rate**: Indicates that the payment uses a different exchange rate from the expense. Only available only when a foreign currency is selected. When enabled, the following fields will be available:     * **Payment has different Exchange Rate**: Indicates that the payment uses a different exchange rate from the expense. Only available only when a foreign currency is selected. When enabled, the following fields will be available:
       * **Exchange Rate**: The rate used to convert the payment currency to the base currency (Available only when a foreign currency is selected).       * **Exchange Rate**: The rate used to convert the payment currency to the base currency (Available only when a foreign currency is selected).
-        * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.+        * {{mdi>currency-usd}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
       * **Payment Amount**: The total payment amount in local currency, calculated as **Expense Local Amount ± Foreign Exchange Gain/Loss**. This field is read-only.       * **Payment Amount**: The total payment amount in local currency, calculated as **Expense Local Amount ± Foreign Exchange Gain/Loss**. This field is read-only.
       * **Foreign Exchange Gain/Loss**: The gain or loss arising from differences between the expense and payment exchange rates.       * **Foreign Exchange Gain/Loss**: The gain or loss arising from differences between the expense and payment exchange rates.
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     * **Supplier**: The name of the supplier.     * **Supplier**: The name of the supplier.
     * **Contact No.**: The supplier’s contact number.     * **Contact No.**: The supplier’s contact number.
-      * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer.+      * {{fa>whatsapp}}: Click to open WhatsApp chat with the customer.
     * **Person in Charge**: The main contact person at the supplier company.     * **Person in Charge**: The main contact person at the supplier company.
     * **Email Address**: The supplier's email address.      * **Email Address**: The supplier's email address. 
     * **Address**: The supplier’s address.     * **Address**: The supplier’s address.
-      * {{mdi>map-marker?24}}: Click to open the location in Google Maps.+      * {{mdi>map-marker}}: Click to open the location in Google Maps.
     * **Postcode**: The postal code of the supplier’s address.     * **Postcode**: The postal code of the supplier’s address.
     * **City**: The city where the supplier is located.     * **City**: The city where the supplier is located.
  • expense.txt
  • Last modified: 2026/07/10 09:05
  • by chillhubadmin