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Transactions
The Transactions menu assists user in managing income and expense records for a specific time periods.
User can log income from various sources for a specific date, and all these records are easily manageable by user.
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
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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.
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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.
Admin can easily add and manage expenses as needed.
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
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Step 3 - Select Vendor type.
Need to create Vendors first from vendors module - Add vendor.
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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.
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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.
Last modified 1mo ago