Add Finance

  1. On the dashboard, click on the Finance menu option on the left sidebar
  2. Under the dropdown that appears, click Add for the form to appear
    3. Add Finance Image
  3. On the Create Finance Record form:
    1. Select the Date for the record.
    2. Select the Currency for the record.
    3. Enter an amount for Tithe if there is.
    4. Enter an amount for Offering if there is.
    5. Under the Expenses section:
      1. Select the Expense Category for the record.
      2. Enter the Amount for the expense category.
      3. You can optionally enter a Descriptiom for the expense category.
      4. If you want to add more expense records click the Add Another Expense button and repeat the three previous steps.
    6. Under the Other Income section:
      1. Select the Income Category for the record.
      2. Enter the Amount for the income category.
      3. You can optionally enter a Descriptiom for the expense category.
      4. If you want to add more expense records click the Add Another Income button and repeat the three previous steps.
    7. You can optionally enter Notes for the finance records.
    8. Click the blue Save Finance Record button.
    Add Finance Form
  4. If Successful, a success message will be displayed at the top like Record added.
    5. Add Finance Success

Add Expense Category

  1. On the dashboard, click on the Finance menu option on the left sidebar
  2. Under the dropdown that appears, click Expense Category for the list of expense categories to appear
  3. Click on the blue button labelled Add Expense Category
    4. Add Expense Category
  4. On the Add Expense Category form:
    1. Enter a suitable Name for the expense category
    2. You can optionally enter a Description for the expense category
    3. Click on the green button labelled Create Other Income
    Add Expense Category Form
  5. If Successful, a success message will be displayed at the top like Category added.
    6. Add Expense Success

Edit/Update Expense Category

  1. On the list page, click the yellow Pencil on Paper Icon for the expense category whose details you want to update
    2. Expense Category List
  2. That should open the form which you can use to update the expense category's details
  3. Make the necessary changes and click the green Update Category button
    4. Expense Category Update Form
  4. If successful, you should see a message which reads: Category updated.
    5. Expense Category Update Success

Delete Expense Category

  1. On the list page, click the Trash Can Icon for the expense category you want to delete
    2. Expense Category List 2
  2. That should open the delete confirmation page. Click on the red Yes, Delete This Category button.
    3. Expense Category Delete Confirmation Image
  3. If Successful, a success message will be displayed at the top like: Category deleted.
    4. Expense Category Delete Success

Add Other Income Category

  1. On the dashboard, click on the Finance menu option on the left sidebar
  2. Under the dropdown that appears, click Other Income for the list of other income categories to appear
  3. Click on the blue button labelled Add Other Income
    4. Add Other Income Category
  4. On the Add Other Income form:
    1. Enter a suitable Name for the other income category
    2. You can optionally enter a Description for the other income category
    3. Click on the green button labelled Create Other Income
    Add Other Income Form
  5. If Successful, a success message will be displayed at the top like Category added.
    6. Add Other Income Success

Edit/Update Other Income Category

  1. On the list page, click the yellow Pencil on Paper Icon for the other income category whose details you want to update
    2. Other Income Category List
  2. That should open the form which you can use to update the other income category's details
  3. Make the necessary changes and click the green Update Other Income button
    4. Other Income Category Update Form
  4. If successful, you should see a message which reads: Category updated.
    5. Other Income Category Update Success

Delete Other Income Category

  1. On the list page, click the Trash Can Icon for the other income category you want to delete
    2. Other Income Category List 2
  2. That should open the delete confirmation page. Click on the red Yes, Delete This Category button.
    3. Other Income Category Delete Confirmation Image
  3. If Successful, a success message will be displayed at the top like: Category deleted.
    4. Other Income Category Delete Success