Expense Sheet Details
All expenses relating to a particular subject can be grouped together and entered in one expense sheet. You can add and view multiple expenses in the expense sheet. A feature to create a PDF report of the Expense sheet or a .csv file to view or manipulate expense sheets outside of this application can be found in the Expense Sheet’s menu options (menu options to create PDF report or .csv can be used only when the sheet is in the preview mode). Selecting an expense in the Expense Sheet shows the details of the expense that you have entered. To add a new expense, click the ‘+’ button.
Expense Details: Here, you can fill and view detailed information about the expense. The expense can be categorized as per your like. During expense entry, you have an option to auto fill repetitive expenses using the recurring expense feature. When entering expenses you will be using an inbuilt calculator, which you might find necessary to calculate the overall expense at ease. You are also given the option to not only enter expense but also the tip paid and the other charges that may be involved with the expense. The options in the Expense details includes date, title, category, person or organization to whom the amount is paid to, the payment method such as cash, credit card, etc., the expense amount, tip, other charges, location, reference and description of the expense. The total amount field will be auto filled based on the amount, tip and other amount. Also, if the expense is of mileage type, the expense amount can be calculated based on the odometer readings.
Mileage: The expenses that involve traveling can be included as a mileage type giving you the benefit of estimating and accounting for the exact expense that you would have spent based on the odometer readings of your vehicle. To add mileage entry to the expense, you must click on the mileage button in the expense entry screen. This will pop up a window with mileage related input fields such as start and end odometer readings, mileage, rate per mile and total amount. The application will calculate the mileage amount based on these values you have entered. Entering a mileage expense will set/enable the expense category as mileage type and this cannot be changed. You can also enter other charges that you may have incurred as a part of this mileage entry in the expense details screen.
Recurring Expense: You can avoid the task of entering the repetitive expenses over and over again by adding them to your recurring expenses. When creating a new expense, you can choose to auto fill recurring expenses by clicking the button “Recurring Expenses” in the expense entry screen. This will display a list of recurring expenses, which you may generate into your Expense Sheet and edit it as needed. And to add an expense as a recurring expense, you should click the “Add as recurring” option when viewing an expense in the preview mode. The ‘Add as recurring’ option is in the menu options of the expense preview mode.
Calculator: In addition to the calculator that is used to enter the expenses, this Expense Details tool also provides a menu option to use the calculator. You can do the calculations and use the ‘Copy’ button to copy the result to the clipboard. You can make the best of the calculator with this feature to copy and paste the results.
Export: Expense Details has a menu option to export the individual expense. This feature allows you to export an individual expense in Comma Separated Value format. This file can be used by a different project to replicate an expense in an Expense Sheet of a corresponding project. The exported .csv file can be found in the SD-card location ‘/mybiz/expense’ .
Export Sheet: You can export the contents of the entire Expense Sheet as a .csv file. This becomes very useful when you want to use this Expense Sheet in a different project. This option can be found in the menu options of the Expense Sheet in preview mode. That exported .csv file can be found in the SD-card location ‘/mybiz/expense’.
Import Expense: When creating an Expense Sheet, you will have the option to import either a single or multiple expenses from a different sheet or project using a .csv file. This feature can also be used by entering expenses from an external system using a spreadsheet. To use this option, the Expense Sheet must be in the edit mode.