Introduction
Expense items refer to individual costs or expenditures incurred by individuals or organizations as part of their day-to-day operations or personal expenses. These can include various categories such as travel expenses, office supplies, utility bills, employee reimbursements, and more.
BizGaze’s “Expense Items” app helps customers effectively manage their expenses, save time and effort, gain insights into their spending patterns, and maintain better control over their finances.
Stage Workflow
| Field Name | Description |
| Active | Expense items that are currently in use and actively being tracked or managed |
| Inactive | Expense items that are temporarily not in use or on hold, but can be reactivated in the future |
| Deleted | Expense items that have been permanently removed from the app and cannot be recovered or accessed |
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.
Expense Item Details
The specific information or attributes associated with an expense claim. Expense Item Details include information about individual expenses, like description, date, category, amount, and supporting documents.
| Field name | Description |
| Expense Name | The name of the Expense is displayed. An expense name refers to the specific label or identifier assigned to a particular expenditure or cost incurred by a business or individual, indicating the nature or purpose of the expense, such as “Office Supplies,” “Travel Expenses,” “Rent,” or “Advertising Costs. |
| Category | Category name of the expense item like travel, phone bills, lodging, meals and many others. All the Expense categories created will be loaded |
| Amount | Displays the total cost of an individual expense item. It represents the specific cost incurred for a particular expense, such as a meal, travel expense, office supplies, or any other business-related expenditure |
| Expense Date | Displays the date on which a specific expenditure or expense transaction occurred |
Documents
This section contains documents or files uploaded, related to the expenses for reference
| Field name | Description |
| File | Displays file/document name provided for the Expense Item |
| Type | Document type/format is displayed whether it is JPEG, PNG or other |
| Preview | User can click on Preview to view the document |
| Download | User can download the Expense Items document |
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 item |
| Audit | |
| Created Date | The date when the expense item is created |
| Created By | The name of the person who created the expense item |
| Last Updated Date | The last stage changed of the expense item |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the expense item |
| 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.
- Expenses Masters
- Expense Items Data