Introduction
Expense Items refer to goods or services acquired by an organization for operational purposes but are not intended for resale. These items are used to support the day-to-day functions of the organization.
The “Expenses Items” app assists organizations by providing a streamlined way to track and manage various non-inventory items such as office supplies, utility payments, travel expenses, and more. This app allows for efficient recording, categorization, and reporting of these expenses, aiding in budgeting, cost analysis, and financial decision-making.
Default 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 Items App.
Details
This section contains the details of the Expense items
| Field name | Description |
| Item Name | Displays the name of the item for which Expense is incurred. The item name is used to identify and differentiate between different products within the inventory |
| SKU (Stock keeping Unit) | Displays the Stock keeping Unit (SKU) code for product identification that identifies a product distinctly. SKU is a unique code used to identify each product stocked in a retail outlet for inventory and tracking purposes. |
| LoB | The LoB (Line of business) segment of the Expense item is displayed. A business segment can be identified by the product(s) sold or services provided or by geographical locations that the company operates in. |
| HSN Code | Displays the HSN code of the Expense item. HSN (Harmonized System of Nomenclature) Code is an internationally accepted code that classifies goods and products for taxation and customs purposes |
| Applied On | Displays whether the Expense Item is applicable for Sales, Purchases or Both |
| Account Name | The specific customer or user account that is associated with the creation or issuance of the Expense item |
Description
Comments or short notes about about the Expense Item are displayed
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.
| Comments | User can write short notes or comments about the Expense items |
| Audit | |
| Created Date | The date when the Expense Item is created |
| Created By | The name of the users who created the Expense Item |
| Last Updated Date | Date when the last recent modifications made to the Expense Item |
| Last Updated By | Name of the person or user who last made the modifications |
| Status | Current status of the Expense item is displayed |
| Time-Line | This widget tracks all the activities within the app. |