Expense Detail View
What the expense detail popup shows, including linked entities, amounts, dates, and recurring schedule information.
Click any row on the Expenses list to open the expense details popup. It uses the same ledger detail layout as transactions, but it is especially useful for checking where a cost belongs and whether it has the right category and links.
What You Can Review
- Type & Status: Confirms this record is sitting as an expense and shows its current state.
- Dates: Entry Date, Due Date, Next Due, created date, and updated date sit together for quick timeline checking.
- Related Entities: Customer, Job, Service, Payment Method, Expense Category, and Vehicle all appear here when linked. A vehicle that has been sold is marked Sold.
- Financial Details: Amount, VAT, Net Amount, and Payment Reference are grouped together so the accounting side is easy to verify.
- Attachments: The receipt or supporting document sits at the bottom of the tab. This is a viewer: click a thumbnail to preview an image or read a PDF. Adding and removing is done from the edit popup.
Recurring Expenses
If the expense comes from a recurring schedule, the schedule section shows the current pattern and status. When there is a linked scheduled transaction, the popup gives you a View Scheduled Transaction button so you can jump straight to the source of future occurrences.
Extra Tabs
Linked Job and Customer tabs appear when the expense belongs to those records. That lets you inspect the operational side without leaving the expense.
Actions
- Edit: Opens the expense for correction.
- Delete: Removes the expense when deletion is allowed.
- Go to: On linked tabs, this opens the related customer or job directly.
Related articles
- Expenses List: Shows how the expense sits in the wider cost view.
- Editing an Expense: Use this when the detail view shows something that needs fixing.
- Transaction Detail View: Helpful when you want to compare the expense-specific view against the broader ledger version of the same idea.
- Transaction Attachments: Covers the Attachments section in full, including accepted file types.