At Sanka, each expense is assigned a unique ID, allowing you to link it with necessary information such as partner or supplier (contact and company).
Additionally, you can set statuses (Draft, Submitted, Approved, Reimbursed) for each expense, making it easier to track the progress.
Note: For basic concepts like "Objects" and "Modules," please refer to Sanka Basics.
What You Will Learn in This Article
- How to create an expense
- How to edit the registered information
- How to archive an expense information
- Next steps
How to Create an Expense
1: Login to Sanka and go to Expense Object. Then create new.
2: The detailed page will be displayed. Fill the necessary information. First, select the partner from the registered contact and company.
3: If you didn’t have registered partner (contact and company), click here to learn how to register contact and company.
4: Enter the expense amount to be paid.
5: Today’s date is set as default date. You can change it by clicking the date to display the calendar then click apply.
6: Click the payment due field to display the calendar and enter the date.
7: Change the status for better tracking.
8: Enter the description of the expense and you can add expense file if necessary by clicking the upload button and select the file from your local disk.
9: After you fill the information. Click create.
10: The registered expense will be recorded and displayed here.
11: To edit any information, you can simply click the ID and edit the information then click update.
How to Archive Invoice Information
With the archive feature, you can hide registered invoice information from the table.
12: Click the box of the expense you want to archive, and select "Archive."
13: Archived expense will be grayed out.
14: If you want to unarchive it, click the box of the relevant expense and select "Activate."
15: Activated expense will no longer be grayed out and will return to their normal display.
Next Steps
Next, let's create the necessary documents.
Advanced Features
Beyond the basic flow, Sanka also offers advanced inventory management features. Here are some options for those interested:
- Bulk Entry: For managing large numbers of items or inventory updates, you can use bulk entry for both items and inventory. This is especially useful when uploading multiple changes via CSV.
- Integrations: Sanka supports integrations with other business software, allowing you to sync inventory management with accounting, order management, and shipping services.
- Real-time Updates: Sanka provides real-time inventory updates, ensuring that you always have an accurate view of your stock levels and can make better business decisions.
