Managing Instructor Expenses

Expenses

To manage your instructor's expenses, you can select the ‘Accounting’ item from your dashboard.

Accounting - Desktop

Accounting - Desktop 

Accounting - Mobile

Accounting - Mobile

Adding & Editing Expenses

Under the 'Expenses' tab you will find a list allowing you to view your instructor's submitted expenses:

Desktop

Expenses List - Desktop

Expenses List - Desktop

  1. Search - search for expenses by description. The list will change as you type.
  2. Date Range Filter - filter the expenses shown in the list based on the date they were taken.
  3. Expense item - click to edit the expense. See Editing for more information.
  4. Delete Action - click to delete an expense.
  5. Add Action - click to add a new expense. See Adding for more information.
  6. Instructor Filter - show expenses for the selected instructor.

Mobile

Expenses List - Mobile

Expenses List - Mobile

  1. Search - search for expenses by description. Enter your search terms and tap the spyglass button to filter the list.
  2. Expense item - click for options: Edit or Delete. See Editing for more information.
  3. Add Action - click to add a new expense. See Adding for more information.
  4. Filter - Open a popup containing filters for the list. Date Range Filter - filter the expenses shown in the list based on the date they were taken; Instructor Filter - show expenses for the selected instructor.

Adding

Simply press the 'New' button. The popup will allow you to enter details of the expense:

  1. The amount incurred. Supports 2 decimal places.
  2. Category - based on HMRC standard expense categories. Helps organise your expenses when completing a tax return for example. For information about adding custom categories see Customising Categories.
  3. Date Incurred - defaults to the current date. You should change this to the date on which the expense was incurred, for example the date on the associated receipt.
  4. Description - Optional. Allows you to add a meaningful description to the expense. This helps you find expenses at a later date using the expense list search facility.

Pressing 'Save' will create the expense.

Editing

This is similar to the 'Add' popup:

Edit Expense Popup - Desktop

Edit Expense Popup - Desktop

  1. The date when the expense was created and added to the list. Read-only.
  2. The amount incurred. Supports 2 decimal places.
  3. Category - based on HMRC standard expense categories. Helps organise your expenses when completing a tax return for example. For information about adding custom categories see Customising Categories.
  4. Date Incurred - defaults to the current date. You should change this to the date on which the expense was incurred, for example the date on the associated receipt.
  5. Description - Optional. Allows you to add a meaningful description to the expense. This helps you find expenses at a later date using the expense list search facility.

Pressing 'Save' will save any changes you have made to the expense.