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Expense List

< 1 min read

The Expense List module serves as a central ledger for tracking all farm-related expenditures. It provides instant financial insights through an integrated dashboard along with a detailed record of daily spending.

Module URL:
http://127.0.0.1:8000/expense-list


Key Features #

1. Financial Dashboard
Top summary cards display:

  • Total Expenses: Overall cumulative spending since system start.
  • Monthly Analysis: Real-time comparison of current month vs. previous month spending.
  • Trend Indicator: Percentage-based visual showing whether expenses increased or decreased.

2. Detailed Expense Logging
Each expense record includes:

  • Date
  • Expense name
  • Amount
  • Optional notes/details

3. Automatic Audit Trail

  • The system automatically records which staff member or admin added each expense.

Operations #

1. Monitor Spending #

  • Use dashboard cards to quickly evaluate financial health.
  • Check the Trend indicator to identify unusual spending spikes compared to the previous month.

2. Add an Expense #

  • Click “Add New” to open the entry form.
  • Required fields:
    • Expense name
    • Date
    • Amount
  • Optional: Add notes for additional context (e.g., vendor name, purchased items).

3. Manage Records #

  • Edit: Click the blue pencil icon to update details.
  • Delete: Click the red trash icon to remove incorrect entries.

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