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Feature #6226

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Implement Expense Management Module

Added by Yalavarthi Thriveni about 1 month ago. Updated 23 days ago.

Status:
Resolved
Priority:
Normal
Start date:
01/02/2026
Due date:
01/06/2026 (23 days late)
% Done:

42%

Estimated time:
(Total: 7:00 h)
Spent time:
8:00 h (Total: 10:30 h)

Description

Description

Build a simple and user-friendly Expense Management Module that allows the team to record expenses with a selected expense type, amount, and date.
The system must display expenses in a list sorted by the latest entry first and provide filters such as Today’s Expenses and Monthly Expenses.
New expense types should be dynamically addable.

Predefined Expense Types (Flat List — Utility + Administrative)

Electricity Bill

Water Bill

Internet/WiFi Bill

Phone/Mobile Bill

Office Rent

Office Supplies

Cleaning Materials

Snacks & Refreshments

Printing / Photocopy

Stationery

Waste Disposal

Office Maintenance

Software Subscription

Repair & Service Charges

Generator Fuel / Backup Power

Courier Charges

Miscellaneous Expense

Acceptance Criteria
1. Expense Type Management
AC1: Admin/User can view a predefined list of expense types.
AC2: User can add a new custom expense type.
AC3: Newly added expense types should appear in the expense type dropdown.
AC4: System should not allow duplicate expense type names.

2. Add Expense Entry
AC1: User should be able to select an expense type from dropdown.
AC2: User should be able to enter the amount (only positive numeric values allowed).
AC3: Date field must default to today’s date.
AC4: User should be able to select a previous date if required.
AC5: On Save, the system must store: expense type, amount, date, entry created timestamp
AC6: After saving, the entry should appear immediately in the Expenses List.

3. Expense List View
AC1: List should show all expenses sorted latest entry first.
AC2: Columns must include: Expense Type, Amount, Date
AC3: Newly added expenses must appear at the top of the list without refresh (optional but ideal).

4. Filters
Today Filter
AC1: Show all expenses where date = today
AC2: Display total expenses for today
Monthly Filter
AC3: Show all expenses for the selected month
AC4: Display monthly total

5. Validation Rules
AC1: Expense type is required
AC2: Amount must be > 0
AC3: Date cannot be a future date
AC4: System must show proper error messages for invalid inputs

6. Performance & UX
AC1: Selecting filters should update results instantly
AC2: Dropdown for expense type should load quickly
AC3: UI must follow a consistent layout with clean spacing




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Subtasks 3 (1 open2 closed)

Feature #6397: Move required api's from POS to AFCClosedghazala shamim01/02/202601/05/2026

Delete link to subtaskActions
Feature #6398: All crud operations on create expense & expense types with paginations, search in list pages Newghazala shamim01/02/2026

Delete link to subtaskActions
Feature #6399: Update AFC help guide with expenses module Closedghazala shamim01/06/202601/06/2026

Delete link to subtaskActions

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