Configure Expenses Category

  • Created:
  • / Author: nebras-dentalore

In Dentalore system you have the ability to organize the Expenses upon your need and classification, that you can add, edit and delete Expenses categories and expenses items included in each category.

In Order to access the Expenses view, Follow the following:

  • Press your name at the top right corner and Select “Settings”.
  • Expand Accounting Menu and select “Expenses”.
  • Expenses Main page contains 2 sections: Expenses Category section and Expenses items grid view that displays all of the defined expenses in system and an “Add” button to add new ones.
    For more information about Expenses grid view, Check: Configure Expenses Item. 

Expenses Category
1) Add Expenses Category

  • Press “Add” button in Expenses Category section.
  • New Page “Add Category” opens.
  • Category details are:
    – Code: Which is a unique code (ID) for each expenses category. And it’s a mandatory field that user must fill-in to be able to save the category. 
    – Name: Which is the category’s name. And it’s a mandatory field that user must fill-in to be able to save the category. 
    – Description: Which is field to add extra information about the category.
  • Control buttons:
    – “Save”: Will save the new expenses category and user directed to “Edit Category” page.
    – “Save&Close”: Will save the new expenses category and user directed to “Expenses” main page.
    – “Cancel”: Will not save the new expenses category and user directed to “Expenses” main page.
  • Fill-in required data and save the new expenses category.

2) View Expenses Category
In order to view a specific expenses category, select it from the “Category” drop down menu then;

  • Press “View” button.

    – Note that the “View” button becomes enabled only when a specific category is selected.
  • You will be directed to the “Edit Category” page.

    Update required fields and save your changes.

3) Delete Expenses Category
In order to delete a specific expenses category from “Category” drop down menu in ‘Expenses’ main page then;

  • Press “View” button; You will be directed to “Edit Category” page.
  • Press “Delete” button.
  • Popup “Delete Expenses Category” opens.

    – “Cancel“: Will not delete the expenses category and it’s still displayed in Category drop down menu.
    – “Delete“: Will delete the expenses category and it will be removed from the Category drop down menu.

>> Note that: You can’t delete an expenses category that has a related expenses items

Leave A Comment?