How to manage your expenses on the Riwaa platform

Through the expenses list, you can manage and edit the expenses you have previously added. In this article, we will explain all the available options.

#Edit Expense

1. Go to Accounting > Expenses.

2. Click on the expenses option at the top of the screen.

3. Search for the expense by number, name, or amount.

4. Click on the expense number to view details.

5. Edit the required data.

6. Click on "Complete" to save the changes.

ℹ️ Note: The expense cannot be edited if the financial period is closed. Open the period for editing then close it after finishing.

#Delete Expense

1. Go to Accounting > Expenses.

2. Click on the expenses option at the top of the screen.

3. Search for the expense by number, name, or amount.

4. Click on the 🗑️ icon.

5. Click on "Delete" to confirm the process.

#Export Expenses to Excel File

1. Go to Accounting > Expenses.

2. Click on the expenses option at the top of the screen.

3. Click on "Export."

4. The file is downloaded directly to your device.

ℹ️ Note: You can use filtering to export data for a specific branch or custom columns.

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#Frequently Asked Questions

1. Does editing an expense reflect on the tax return and daily entries?
   Yes, when you edit an expense, the data reflects on the tax return and daily entries.

2. When deleting an expense, is it deleted from the tax return?
   Yes, when an expense is deleted, all related data is deleted.

3. Is an automatic entry added when deleting an expense?
   Yes, an entry titled "Expense Deletion" is added to the daily entries.

4. Can I recover a deleted expense?
   No, you must add the expense again.

5. When deleting an expense with a previous date, on which date does the entry reflect?
   It reflects on the creation date of the expense, not the deletion date.

6. Can I export expenses for only one branch?
   Yes, you can, use the location filter then click "Export."

7. Can I customize the columns in the expenses list?
   Yes, you can, from the customization column, check ✔ the required data.

8. Is there a special report for expenses?
   Yes, a top expenses report by category is available on the Riwaya platform, available when installing the accounting application through: Reports > Financial > Expense Categories Report.

9. Can I change the expense data to non-taxable?
   Yes, through the expense details, uncheck ✔ the option (this amount is taxable), and click "Complete."

10. Why do fields appear locked when editing an expense?

    Because the financial period is closed. Open the period for editing. Then close it after finishing.