With the expense list on Rewaa, you can manage previously added expenses by modifying details such as the name, date, category, or other specifics before the financial period is closed. You can also export or delete expenses as needed. Here's a detailed guide to the available operations for managing expenses on the platform.
Editing Expenses
To Edit an Expense:
Navigate to: Accounting > Expenses > Expenses.
Search for the expense using its number, name, or amount in the search field.
Click on the expense number to access and edit its details.
Update the required details.
Click Complete to save the changes.
ℹ️ You cannot edit expenses from a closed financial period. To edit them, reopen the period.
Deleting Expenses
To Delete an Expense:
Go to: Accounting > Expenses > Expenses.
Search for the expense using its number, name, or amount.
Click the delete icon (🗑️).
Confirm by clicking Delete.
Exporting Expenses
To Export Expenses to an Excel File:
Navigate to: Accounting > Expenses > Expenses.
Click Export.
The file will be downloaded to your device.
FAQs
Will changes to an expense reflect in the tax report?
Yes, any modifications to expenses will update the tax report values accordingly.
If an expense is deleted, is it removed from the tax report?
Yes, deleted expenses are removed entirely, including their effect on tax reports.
Will a journal entry be added for deleted expenses?
Yes, a reverse entry is automatically created, labeled as Expense Deletion.
Can deleted expenses be restored?
No, deleted expenses cannot be recovered. They must be re-entered manually.
When deleting an expense from a previous period, which date is used for the reverse entry?
The reverse entry will match the expense's original creation date to maintain consistency in reports.
Can I export expenses for a specific branch only?
Yes. Filter the Location (Branch) column, select the branch, and export the filtered data.
Can I customize the columns in the expense list?
Yes, use the Customize option to select which columns appear.
Is there a specific report for expenses?
Yes, the Top Expenses by Category report is available under Reports > Finance > Expense Categories. For more details, click here.
Can an expense be changed to a non-taxable one?
Yes, uncheck This amount is taxable in the expense details and save the changes.
Do expense modifications reflect in the journal entries?
Yes, all modifications are automatically updated in the journal entries.
Why are fields locked when editing an expense?
Locked fields indicate the expense is from a closed financial period. You must reopen the period to make changes.