Expense List
View and filter all recorded expenses.
Overview
The Expense List shows every expense recorded in your Accoraze business. From here you can review, filter, and manage all your business spending records.
Accessing the Expense List
Go to Expenses in the sidebar. You will see the full expense list with details for each entry.
What Each Expense Shows
| Field | Description |
|---|---|
| Date | When the expense was incurred |
| Description | Brief description of what the expense is for |
| Category | The expense category |
| Vendor | Who you paid (supplier, landlord, etc.) |
| Amount | The expense amount |
| Payment Method | How you paid (cash, bank transfer, etc.) |
| Recorded By | User who recorded the expense |
| Reference | Invoice number, receipt reference, or notes |
Filtering Expenses
By Date Range
Select a start and end date to view expenses within a specific period. Useful for weekly or monthly reporting.
By Category
Filter to see only expenses in a specific category (e.g., rent, utilities, marketing).
By Vendor
Search for a specific vendor to see all expenses paid to them.
By Amount Range
Filter to show expenses above or below a certain amount.
Searching
Use the search bar to find expenses by description, vendor, or reference number.
Viewing Expense Details
Click on any expense to see its full details:
- Full description and notes
- Receipt or document attached (if any)
- Payment details
- The user who recorded it
From the detail view, you can:
- Print — print the expense voucher
- Download PDF — save the expense voucher
- Edit — update the expense details (if you have permission)
- Delete — remove the expense (with confirmation)
Bulk Actions
You can select multiple expenses to:
- Export to CSV
- Delete (with confirmation)
Select expenses by checking the box next to each entry, or select all by checking the header checkbox.
Related
- Add an Expense — Recording new expenses
- Expense Voucher — Generating expense vouchers
- Expense Reports — Viewing expense summaries