View Income/ Expense Details
- Nida Nur Çelik (Unlicensed)
- Sílvia Loureiro
1. View Income/Expense Details
1.1. Prerequisites
A user with viewing permissions can view details of an Income/ Expense for a specific budget.
1.2. How to
To view an Income/ Expense details within the Budget Management panel, follow these steps:
1.2.1. Go to the Budget Management panel.
1.2.2. Choose the budget for which you want to view by clicking on the budget name link. This will take you to the overview page.
1.2.3. On the left-hand side, click on the Income/ Expense tab, which will open the Income/ Expenses list panel.
 Income List |
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1.2.3.1 To access more information about the Income/ Expense, choose the income/expense which you want to view by clicking on the key of the income/expense. This will take you to the details page.
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1.2.4. Here, you can find all information about a specific income/expense that you want.
1.2.5. At the top, you can find the key, summary, status of income/expense, which budget it belongs to, and related issues.
1.2.6. You can easily find out the Plan/Actual amount and ratio of Income/Expense with the chart in the upper right corner.
Activity section provides information about the dates and times of changes made to Income/Expense.
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In Activity, when you add a new plan or actual to the Income/Expense, displayed as “New”. When you delete a plan or an actual, displayed as “Old”. When you update something, both the Old and New versions of the data are displayed.
1.2.7. Click the “See More” to get information about category, group and company.
1.2.8. Add a plan/actual by clicking the "Add Plan/Add Actual" button in the upper right corner.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
1.3. Constraints
When it comes to View an Income/Expense detail page, there are a few important considerations.
1.3.1. Viewing an Income/Expense detail page requires the necessary permissions.
1.4. Issues that may arise
When you attempt to View an Income/Expense detail page , there are several potential issues that you might encounter:
1.4.1. Lack of permissions will prevent access to the Income/Expense details. Contact the budget administrator to request the required permissions.