Recording Expenses

This article relates to the Additional Self Employment Module

Add an expense transaction

1. Click “Add new” button in the top right
2. Complete the required fields:
   • Date: Enter as DD-MM-YYYY (e.g., 15-06-2025) or DD/MM/YY (e.g., 15/06/25)
   • Description: What the expense was for
   • Business: Select from dropdown (only active businesses shown)
   • Amount (£): Enter in pounds and pence (e.g., 45.50)
3. Click “Save”

Expenses Table Overview

• Date in DD-MM-YYYY format
• Description of the expense
• Which business it relates to
• Amount in £ with 2 decimal places
• Actions column with “Delete” button

Managing expense records

• Search: Type in the search box to filter by description
• Pagination: Use “Prev” and “Next” buttons to navigate through records
• Delete: Archives the record (can be restored by administrators if needed)
• Sorting: Most recent expenses appear first