User Guide

What is an Expense

An expense in Yonetior represents a cost incurred during the course of a project. Expenses are always linked to a specific project, allowing you to track spending at the project level. Each expense record includes the amount, date, category, and a description of what the cost was for.

Creating a New Expense

To record a new expense, follow these steps.

1. Open the project you want to add the expense to, or navigate to the Expenses page.
2. Click the New Expense button.
3. Enter the amount of the expense.
4. Select the date the expense was incurred.
5. Choose a category from the available options.
6. Add a description to explain the nature of the expense.
7. Click Save to record the expense.

Editing and Deleting Expenses

Existing expenses can be modified by clicking on them and updating the fields. You can change the amount, date, category, or description at any time. To remove an expense, use the delete action. As with other records, deleted expenses are soft-deleted and can be recovered.

Filtering and Search

The expense list supports filtering by date range, category, and project. You can also search by description text to find specific expenses. These filters work together to help you quickly locate the records you need, whether for reporting or review purposes.