Step-by-Step Guide to Adding Expenses on Your Dashboard: From Navigation to Submission

STEP 1: Click on "Finance" to Access Financial Overview

• Navigate to the left sidebar of the dashboard.
• Click on the Finance link to view financial details.
• Ensure you are on the Dashboard page for context.
• This action will lead you to the financial overview section, where you can manage related tasks.

STEP 2: Click on "Expenses" to Access Expense Overview

• Click on the "Expenses" link in the sidebar to view the expense details.
• Ensure you are on the dashboard page.
• Look for the highlighted area to confirm your selection.
• After accessing, proceed to click on "Add Expense" for further actions.

STEP 3: Click on "Add Expense"

• Navigate to the Expenses section.
• Click on the Add Expense button located at the top left of the expense overview.
• Ensure you are ready to enter details for the new expense in the upcoming form.
• Look for any required fields marked with an asterisk (*) in the next step.

STEP 4: Enter Item Name

• Click on the "Item Name" field (marked with a red border).
• Input the name of the item you are adding as an expense (required field).
• Ensure to follow the example format provided (e.g., Wireless Keyboard).
• Proceed to the next step by selecting "Currency."

STEP 5: Select Currency

• Click on the "Currency" dropdown to choose the appropriate currency for your expense.
• Ensure that the field marked with an asterisk (*) is filled, as it is required.
• After selecting the currency, proceed to the next step to enter the "Price."

STEP 6: Enter Price for Expense

• Click on the "Price" field (marked with a red border).
• Ensure to enter the amount, as this field is mandatory (indicated by the asterisk *).
• Follow the format provided (e.g., 10000).
• Proceed to the next step by selecting "Purchase Date".

STEP 7: Select "Purchase Date"

• Click on the "Purchase Date" field (marked with an asterisk * for required input).
• Ensure to enter the date in the correct format (YYYY-MM-DD).
• Review other required fields: Item Name, Currency, Exchange Rate, Price, and Employee.
• Proceed to the next step by selecting "Employee".

STEP 8: Select "Employee"

• Click on the "Employee" field highlighted in red.
• Choose the appropriate employee from the dropdown list.
• Ensure the field is marked with an asterisk (*) indicating it is required.
• Proceed to the next step by selecting "Project."

STEP 9: Select "Project"

• Click on the "Project" dropdown in the Expense Details section.
• Choose the appropriate project from the list.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by adding the "Expense Category."

STEP 10: Click "Expense Category" to Add

• Navigate to the Expense Category section in the form.
• Click on the Expense Category field to select or add a category.
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step by entering details in the Purchased From field.

STEP 11: Enter "Purchased From"

• Click on the "Purchased From" field to input the vendor or company name from which the item was purchased.
• Ensure to provide accurate details as this information is essential for expense tracking.
• Look for any optional fields marked with an asterisk (*) for additional details.

STEP 12: Click "Bank Account"

• Navigate to the "Bank Account" field in the expense form.
• Click on the dropdown to select your desired bank account.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• After selecting, continue to the next step to write the description.

STEP 13: Click "Description" to Add Expense Details

• Navigate to the "Description" field in the expense form.
• Click on the highlighted area to enter details about the expense.
• Ensure to provide a clear and concise description.
• Use formatting options available in the toolbar for better presentation.
• Proceed to the next step to upload a file in the "Bill" section.

STEP 14: Click to Upload File in "Bill"

• Navigate to the "Bill" section in the Expense Details form.
• Click on the highlighted area labeled "Choose a file" to upload your bill.
• Ensure that the file you wish to upload is ready and accessible.
• After uploading, proceed to the next step by clicking the "Save" button.

STEP 15: Click on "Save" to Finalize Expense Entry

• Ensure all required fields marked with * are filled out.
• Review the entered information for accuracy.
• Click the Save button at the bottom of the form to submit your expense details.
• If you wish to cancel, click the Cancel button instead.