Скачать или смотреть How to use Expense Tracker||Track your expenses with Collection Agent or Staffs or Admins

Welcome to LendStack! Let’s see how to use the Expense Tracker.

Click on the center plus button, and tap on Add Expense.
Choose the expense type, select the user the expense is linked to, enter the reason and amount, and then click Confirm.

Now, go to the Expense Tracker — you’ll see the expense added under the selected user.
Since this one was added by the Super Admin, it’s already approved.

Expenses can be added by collection agents, staff members, employees, or the Super Admin.
However, staff other than the Super Admin will need approval before their expenses are finalized.

By clicking on “Added by Test User”, you can view the complete list of that user’s expenses.

You can also add or manage expense types.
Click on Manage Expense Type, use the search bar to find any existing type, or click the Add button to create a new one.
Just enter the title, type, and description, and save it.

At the top, you’ll see four cards —
Approved, Pending for Approval, Declined, and All Expenses.
Tap any card to view the respective list.

To approve or decline an expense, open the Pending for Approval list, review the entry, and choose Approve or Decline based on the scenario.

And that’s it! Managing expenses is now easier than ever with LendStack.