Expenses Menu

Purpose

The Expenses page is used to view, search, filter, and manage store expenses. You can view details, edit, and delete expenses.

Main sections

1. Header

   • 📅 Calendar: choose a date range.
   • ＋ Add: open the add expense form.

2. Pencarian

   • Type keywords (reference, category, biller, user, date, or amount).
   • Mic: voice search.

3. Ringkasan

   • Total Expenses: sum of expense amounts in the list.
   • Total records: number of items shown.

4. Daftar Pengeluaran

   • Shows cards containing:
     • Reference & date.
     • Amount.
     • Category & warehouse.
     • User & ID.
     • Note (auto-truncated).
   • Tap a card to open details.

Date filtering

• Use the calendar button to choose a date range.
• Default: current month.

Expense details (modal)

Shows:

• Reference.
• Date.
• Warehouse.
• Category.
• Amount.
• User.
• Full note.

Action buttons:

• Edit: open edit form.
• Delete: delete the expense (confirmation required).

Edit expense (modal)

Editable fields:

• Reference.
• Date (Owner/Admin only).
• Category.
• Warehouse.
• Amount.
• Note.

Action buttons:

• Cancel: close modal.
• Save: save changes.

Permissions & register

• When opening details or adding expenses, the system checks the register.
• If the register is not open, the “Open Register” modal appears.
• After opening the register, the process continues automatically.

Quick usage flow

1. Set date range if needed.
2. Search using the search box.
3. Tap a card to open details.
4. Edit or delete if needed.
5. Add an expense via the ＋ button.

Tips

• Use date ranges for weekly/monthly reporting.
• Make sure the register is open before adding expenses.