The Expenses section in the admin portal allows you to effectively manage and track your business expenses. This section provides a centralized platform to efficiently record, categorize, and analyze your expenses, enabling you to gain better financial visibility and control.

1. Accessing the Expenses Section

To access the Expenses section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/expenses
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Expenses section automatically.

2. Recording Expenses

In the Expenses section, you can record your business expenses to maintain an accurate financial record. Some common actions you may perform include:

• Adding New Expenses: Click on the “Add Expense” or similar button to create a new expense entry. Enter the necessary details, such as the expense amount, date, category, vendor, and any relevant notes.

• Expense Categories: Categorize your expenses into different categories, such as office supplies, travel, utilities, or marketing. This helps in organizing and tracking your expenses based on specific cost types.

• Uploading Receipts: Some OpenScope ERP SAAS systems allow you to upload digital copies or images of your expense receipts. This ensures proper documentation and makes it easier to reference expenses in the future.

3. Managing Expenses

The Expenses section may offer various management capabilities to streamline your expense tracking and reporting. Some common actions you may perform include:

Editing Expenses: If permitted, you can edit the details of existing expense entries. This allows you to make corrections or updates to the recorded information, such as modifying the amount, category, or vendor details.

Deleting Expenses: In certain situations, you may need to delete expense entries that are no longer relevant or accurate. The Expenses section may provide options to delete specific expenses or offer a bulk deletion feature.

4. Expense Reports and Analytics

Depending on the capabilities of the OpenScope ERP SAAS system, the Expenses section may offer reporting and analytics features. This allows you to generate expense reports, track spending trends, and gain insights into your business expenses. You may have access to customizable reports, graphical representations of expense data, and the ability to export reports for further analysis.

5. Saving and Applying Changes

After adding, editing, or deleting expenses, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the expenses page to save your changes.