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Expenses Management

Documentation

The Expenses page allows you to record and view various types of expenses. You can view the total expenses and sort them by class or expense type for better organization and analysis.

Navigation

The page starts with a navigation bar, as shown in the image below. The left arrow lets you navigate back, while the plus (+) icon enables you to add a new expense, as described in the “Add Expenses” section below.

Add expenses

The plus (+) button on the top-right corner opens the Add Expenses form, where you can add two types of expenses:

1. Class Expenses

Class expenses are specific to a selected class, such as printing costs for Class A or Class B. This feature helps tutors identify expenses for a particular period in a specific class.

Steps to Add Class Expenses:

  1. Enter the date, title, and description of the expense.
  2. Select the class from the drop-down menu.
  3. Enter the amount.
  4. Click the Add Class Expense button to save the expense.

2. Other Expenses

Other expenses are general expenses, such as electricity, water, or fuel. You can categorize these expenses and sort them by category for a specific time period.

 

Steps to Add Other Expenses:

  1. Enter the date, title, and description of the expense.
  2. Select a payment type. If the desired payment type is not available, you need to add it first.

Add Payment type

  1. Type the payment type (e.g., Electricity, Water).
  2. Click the Add Now button to save the payment type.

 

Expenses reporting

Total Expenses

Below the navigation bar, you will find the Total Expenses box, which displays the combined total of class expenses and other expenses.

 

Class expenses tab

  1. Use the drop-down list to select a class and view its expense details.
  2. The total expenses for the selected class will be displayed.
  3. You can sort the expenses by selecting a specific date range.
  4. The expense history for the selected class will also be visible and sortable by date range.

 

Other expenses tab

  1. Use the drop-down list to select an expense type.
  2. The total expenses for the selected expense type will be displayed.
  3. You can sort the total and recent expense history by a specific date range.