Managing Expense Transactions

Managing Expense Transactions

Add Expense Transaction

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Expense Transactions on the left bar.
  5. Click on the Add Expense at the top right of the screen.
  6. Select Expense Type or add any new from the +icon.
  7. Select Expense Account or add any new from the +icon.
  8. Select Paid Through account or add any new from the +icon.
  9. Enter Amount & select a currency.
  10. Select Date.
  11. Select Vendor or add any new from the +icon.
  12. Select Country, select Province/State, select City of the vendor.
  13. Click on the Save button at the bottom right.
  14. An expense transaction has been added.
Note - You can also use other fields as per your choice.

Edit Expense Transaction

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Expense Transactions on the left bar.
  5. Click on the 3 dot button in Actions for the expense transaction you want to edit.
  6. Select the Edit option from the pop-up.
  7. Change the details you want to edit.
  8. After editing select the Update button at the bottom right.
  9. An expense transaction has been edited.

Delete Expense Transaction

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Expense Transactions on the left bar.
  5. Click on the 3 dot button in Actions for the expense transaction you want to delete.
  6. Select the Delete option from the pop-up.
  7. Warning Pop Up will come up, select OK.
  8. An expense transaction is deleted.
Note: For data consistency purpose all delete operations are not actual deletes. They are still retained but not displayed.
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