Expenses
      Back to home
      1. Help center
      2. User Manual
      3. Expenses

      Using Expenses

      Beeye offers an expense management module that provides more precise budget tracking.

      The Expenses Page


      If you have the necessary access rights (see the following section), you can access the Expenses page from the main navigation bar at the top of the page.

      Customizing the Expenses Page


      As with all pages in Beeye, you can customize the display and create personalized views for your expenses by adjusting the filters, data grouping, and the columns shown.

      You can do this using the Filter, Group, and Columns buttons found in the views toolbar.

      Access Rights

      Access Levels

      All expense-related access rights have four possible settings:

      • None: The action is not permitted.
      • Me: The action is permitted only for expenses assigned to you.
      • Team: The action is permitted for you and members of your team.
      • Company: The action is permitted for all users in your Beeye environment.

      You can combine different options to create the configuration that meets your needs. For example, you can allow an employee to create and modify their own expenses without being able to see those of others.

      Permissions

      • Create Expenses: Allows you to create new expenses from the Expenses page or via Add > Expense.
      • View Expenses: Allows you to access the Expenses page and view the list of expenses.
      • Edit Expenses: Allows you to modify the details of an expense.
      • Delete Expenses: Allows you to delete an expense.
      • Change Expense Status: Allows you to modify the status of an expense to mark it as Approved or Pending.

      Actions on Expenses

      Creating an Expense

      To create a new expense, go to Add > Expense and fill in the required information.

      Note: If you wish to configure tax settings, you can do so in Settings > Company > Taxes.

      Deleting an Expense

      To delete an expense, select it by checking the box to the left of the table, then click the Delete button.

      You can also delete an expense from the right-hand panel by clicking the Delete button at the bottom of that panel.

      Editing an Expense

      To edit an expense, click on its name in the list. The right-hand panel for that expense will open, and you can modify the desired information.

      You can also edit multiple expenses at once by selecting them (using the checkboxes on the left) and clicking the Edit button.

      Changing an Expense’s Status

      To approve one or more expenses, select them by checking the boxes on the left side of the table, then click the Approve button.

      You can also revert expenses to Pending status by selecting them and clicking the Pending button.