====== EXPENSES MODULE ======

The Expenses Module gives you the ability to:
  *Keep track of all the money spent on Clients, Projects, Specific Tasks and more!
  *Never forget to invoice and get paid for your work faster.
  *Improve your ability to estimate new project budgets accurately.
  *Track profitability on projects and clients as easily as on time and materials for the projects.

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===== The view =====

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  * This is an example of how the Expenses module would look on your Feng Account.

===== The toolbar =====

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  * **New:** lets you add a new expense
  * **Edit:** lets you edit the selected expense(s)
  * **Archive:** archives the selected expense(s) into the Archived Objects folder
  * **Move to trash:** moves the selected expense(s) to the trash
  * **Expand all payments:** lets you see an expanded view of all payments on the screen.//(This can also be done for one single payment, by clicking the  next to it.)//
  * **Collapse all payments:** lets you see a collapsed view of all payments on the screen
  * **Status:** lets you filter the expenses by the following status:
      *All
      *Budgeted
      *Some payments approved
      *Approved
      *Some payments pending
      *Completed
  * **From:** lets you select an initial date.
  * **Until:** lets you select an ending date.
**By filtering your expenses, you define which of them will be visible and which will be hidden.**

===== Adding a new expense =====

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  * **Related to:** Allows you to relate Clients, Projects, Tags, and Workspaces to your expenses.
  * **Subscribers:** Lets you add subscribers to the expense so they can be notified of its progress.
  * **Linked objects:** lets you link objects to the expense (such as invoices,billing spreadsheets, etc) for easy access.

Expense Information:
  * **Expense:** lets you enter a name for the expense (* this field is mandatory).
  * **Description:** lets you add a description for the expense.
  * **Status:** lets you specify the status of the expense (budgeted, some payments approved, approved, some payments pending, completed)
  * **Payments:** lets you enter the details of the payments.


  * **Add budgeted payment:** Lets you add multiple payments for your expense. 
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You can include the following details:

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  * **Description:** Describe what the payment is for. 
  * **Date:** Set Dates for the payment. 
  * **Amount:** Set the amount to be payed. 
  * **Currency:** Set the currency you will use. //(At the moment, only USD is available)//
  * **Status:** Status of the payment (Budgeted, Approved or Completed

  * **Add expense:** Saves changes and adds the new expense you just created.


===== Detail View =====

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**Actions:**
  * **Edit:** lets you edit this expense. Clicking on this link takes you to the edit view.
  * **Move to trash:** lets you move this expense to the trash.
  * **Archive:** lets you archive this expense into the Archived Objects folder.
  * **View history:** lets you read the expense's history.

**Properties:**
  * **Subscribers:** these are the people who are subscribed to this expense. Clicking on a subscriber name takes you to the corresponding user profile.
  * **Modify subscribers:** lets you modify this expense’s subscribers.
  * **Created by:** this is the user who created this expense. Clicking on this username takes you to the corresponding user profile.
  * **Post comment:** lets you post a comment on the expense so that it can be available to and replied by all people subscribed to it.
**In this view, you can also change the status of the payments without the need of editing the whole expense.**

====== How To Enter Actual Expenses. Updated Guide ======

When working on a project, you'll need to track actual expenses, so they can be properly billed to the client. Here is a step-by-step guide on entering expenses in a project using Feng Office Software.

1. **Go to Expenses and find the Project**

Go to the Expenses module and search for the relevant project.
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2. **Select the Budget Expense**

Under “Budget Expenses” choose the specific expense item you want to report on.
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3. **Enter the details**

Enter the date, description, quantity, and cost based on the receipt. Upload the receipt file.

4. **Click "Add Actual Expense"**

Review the details and click the "Add Actual Expense" button to save.

5. **Enter non-budgeted expenses**

You can also enter expenses not tied to a budget line item. Just select "Add New Actual Expense" and fill in the details manually.


6. **Add from Budget Expenses list**

Expenses can also be added directly from the Budget Expenses list view. Select an item, click "Add Actual Expense" and fill in the details.
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**Following these steps allows you to accurately track project expenses for billing. 
Contact our team if you have any other questions!**