Location Expense Type

Created on Mar 11, 2024 | By Kalpesh Patel
Last Updated on Mar 20, 2024
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Location Expense Type

Introduction/Purpose

The location expense type feature in smart stations facilitates efficient cost management by categorizing expenses according to specific station locations or departments. This allows for detailed analysis of expenditure, optimization of budget allocation, and identification of areas for cost-saving measures, ultimately enhancing financial transparency and operational efficiency within the station infrastructure.

How to Navigate:

The navigation to record the location expense type in smart station are as follows:

  • Click on the menu and master tab, which is located at the left side of the screen, and then click on the location expense type section. After clicking on this, user can navigate to the location expense type listing page.

Listing:

The Location expense type module allows users to add and view location expense types in the system. The key feature of location expense type module listing are as follows:

  • Advance Search
    This option allows user to filter data with single or Multiple criteria in Column Name with options like
    • Equal
    • Not Equal
    • Begins 
    • Does Not Begin with
    • Ends With
    • Does Not End with
    • Contains 
    • Does Not Contain
  • Show all listing records:-
    This option allows the user to clear all Filters and display all records on the Listing page.
  • Hide/Show Columns
    This option allows users to customize columns by adding/removing columns to display from the Listing page.
    • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
    • The user can view following action in this section
      • Ok :- On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
      • Cancel :- On clicking this button the user can cancel the check column.
  • Export Data
    Selected records, current page records, or all records can be exported by users with listed columns or all columns to a spreadsheet or other file format for further analysis or reporting.
  • Record Filter
    Filter option allows users to filter the list of records based on visible columns.
  • Change View
    The change view option allows users view locaiton expense type list as below:
    • Table View
    • List View

Recording and Updates:

The user can add a new location expense type record by clicking on the add new location expense type button and by entering the below fields:

  • Expense type name: This field allows the user to enter the name of the expense type.
  • Expense type code: This field allows the user to enter the code of the expense type.
  • Status: This field allows the user to enter the status of the expense type, such as active or inactive.

This option allows the user to perform the following action in this section.

  • Submit : Allows the user to submit the expense type record.
  • Discard: Allows the user to discard the expense type record.

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