Introduction
Expense categories are used to classify and categorize various types of expenses incurred by an organization. Expense categories help in organizing and tracking different types of expenditures, such as travel expenses, office supplies, utilities, or marketing costs.
BizGaze ‘Expense categories app’ facilitates accurate expense tracking, budgeting, and financial analysis, providing insights into spending patterns and helping organizations manage costs effectively.
Stage Workflow
| Field Name | Description |
| Active | The Expense Category is created and moved for further process |
| Inactive | The Expense Category is rejected or need further approval |
| Deleted | The Expense Category is deleted or nullified |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Expense Category App.
Expense Category Details
This section contains the Expense Category details like category name, tax group name, parent category and system generated code
| Field name | Description |
| Code | Displays the system generated number for the Expense category. |
| Category | Expense Category name is displayed. Expense categories are used to classify and categorize various types of expenses incurred by an organization and help in organizing and tracking different types of expenditures, such as travel expenses, office supplies, utilities, or marketing costs. |
| Parent | Displays the Parent Category name of the category if any child category is selected |
| Tax Group | Displays the Tax group name assigned to the category by default |
Ledger Setting
This widget contains the Ledger settings of the branch and ledger name
| Field name | Description |
| Branch | Displays the name of the branch to which the Expense Category is assigned |
| Ledger Name | Displays the Expense Ledger name in which all the entries reflect |
Designation Limit
Designation Limit is the maximum spend limit allowed for an individual expense.
This section contains the amount limits for particular designations
| Field name | Description |
| Designation | Displays the designation of the employee/customer. The designation of an employee refers to the job title or position that an individual holds within an organization. It is a specific role or rank that defines the responsibilities with the employee’s position. |
| Limit Amount | Displays the expense limit amount of the employee |
| Proof Req. Limit | It refers to a predefined threshold or maximum amount set by a company or organization that determines the level at which supporting documentation or proof is required for expense reimbursement. |
| Description | Displays comments or short notes about the Expense Category |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Expense Category |
| Audit | |
| Created Date | Date when the Expense Category is created |
| Created By | Name of the person who created Expense Category |
| Last Updated Date | Last stage changed of the Expense Category |
| Last Updated By | Person’s name who last updated the stage |
| Status | This section displays the current status of the Expense Category |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Expense Category Reports