Introduction/Purpose

The Location Expenses module encompasses the financial transactions and expenditures associated with each location. Its purpose is to track and manage the expenses incurred at each location, including operational costs, maintenance expenses, and other overheads.

How to Navigate:

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

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

Listing:

The location expense module allows users to add and view expense details in the system. The key feature of location expense 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 location expense details list as below:
  • Table View
  • List View

Recording and Updates:

The user can add a new bank master record by clicking on the add new bank master button and by entering the below fields:

• Location Expense Type: Specifies the category or type of expense incurred at the location, providing clarity on the nature of the expenditure (e.g., utilities, maintenance, supplies).
• Amount: Indicates the monetary value of the expense, reflecting the cost incurred for the specified expense type.
• Expense Date: Records the date on which the expense occurred.
• Vendor: Identifies the vendor from whom the services related to the expense were obtained.
• Payment Done: Indicates whether the expense payment has been settled or not
• Description: Offers a brief explanation or summary of the expense, providing context and details regarding the expenditure.
• Attachments: Allows for the inclusion of supporting documents or files relevant to the expense, such as receipts, invoices.

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

• Submit: Allows the user to submit the expense details in the system.
• Discard: Allows the user to discard to save the expense details in the system.