Transactions

The Transactions menu assists user in managing income and expense records for a specific time periods.

Manage Income

User can log income from various sources for a specific date, and all these records are easily manageable by user.

A.Add Record

Follow Below listed steps to add new income.

Step 1 - Select Vehicle from select vehicle field.

(Only Active Vehicles can be displayed.)

Step 2 - Select Income type like booking

Need to create type first from settings module - Income categories

Step 3 - Enter Mileage of Vehicle in Km.

Step 4 - Input the date on which the income was earned.

Step 5 - Enter amount of income and add tax charges if applicable.

User is required to set applicable tax charges with their name from general settings to see in manage income.

Step 6 - Select add button.

B. Today's income

o User can view the incomes for the particular period of time.

o User can delete the single and multiple income records as per the requirement.

o User can see income entries like 10, 25, 50 and 100.

o User can search for income records through a single query search box or a multi-query search box.

o User can see the income records for existing date.

Manage Expense

Admin can easily add and manage expenses as needed.

A.Add record

Follow Below listed steps to add new Expense.

Step 1 - Select Vehicle from select vehicle field.

(Only Active Vehicles can be displayed.)

Step 2 - Select Expense type like Mechanics, Car wash, Fuel.

Need to create expense type first from settings module - Expense categories

Step 3 - Select Vendor type.

Need to create Vendors first from vendors module - Add vendor.

Step 4 - Add Expense Amount.

Step 5 - Add Note or relevant description if required.

Step 6 - Choose the date when the expenses occurred.

Step 7 - Select add button.

B.Today's Expense

o User can view the expenses for the particular period of time.

o User can delete the single and multiple expense records as per the requirement.

o User can see expense entries like 10, 25, 50 and 100.

o User can search for expense records through a single query search box or a multi-query search box.

o User can see the expense records for existing date.

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