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Expense

ខ្មែរ: បង្កើតមុខងារការចំណាយ

⏱️ Duration: 3:12

Okay, I'm ready to write the tutorial. Here it is:

Overview​

This tutorial shows how to create and track expenses (expenses) using MyLekha. By following this guide, you'll be able to add new expenses and view reports of your business spending.

Prerequisites​

No prerequisites required.

Step-by-Step Guide​

  1. From the MyLekha Dashboard, access the Expense feature. You can do this in one of two ways:
    • Click the Expense total tile at the top of the screen in the Summary.
    • On the left navigation menu, click Expense.
  2. On the Expenses screen, click + Add new.
  3. In the "Create expense" form:
    1. In the "Operated in store" section, click the Store dropdown. Select the appropriate store.
    2. In the Employee section, click the Employee dropdown. Select the appropriate employee.
    3. Optional: In the "Supplier" section, click the Supplier dropdown. Select the appropriate supplier, if needed.
    4. In the "Main category" section, click the Expense category dropdown and select one from the available list, or click the + to create a new one.
      1. If you click the +, a popup will appear. Enter the Name, Code, Main category and Note for the new Expense Category. Then click Create.
    5. In the "Sub category" section, enter the Total amount.
    6. Optional: Add a Reference.
    7. Optional: In the Attachment section, click the upload button to attach any files.
    8. Optional: Enter any Note that you need.
  4. In the Payments section on the right, click + Add.
  5. In the Payment popup, enter the Amount. Select the Payment type from the dropdown.
  6. Click Submit to save.
  7. On the "Create expense" screen, ensure all details are correct. Then click Create.
  8. To View Expense Reports:
    1. In the left navigation menu, click Report.
    2. Scroll to the bottom of the menu and click Expense by category report.
    3. At the top right, use the date dropdown to filter.
    4. View or switch between the chart view and the Expense details by clicking the chart icon located on the right.

Tips​

  • The Supplier is optional, only include it if needed.
  • You can save the Expense Report as a PDF or Excel document by clicking the appropriate button at the top of the "Expense by category report" screen.

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