How can I add daily expenses or record withdrawals in the Expense Manager?
Here’s a step-by-step guide to help you add expenses or record withdrawals:
Image 1:
Image 2:
Image 3:
- Log in to Stayflexi
- Start by logging into your Stayflexi account with your credentials.
- Once logged in, click on the More Apps icon (represented by four blocks) in the top right corner.
- From the dropdown menu, select Expense Manager (as shown in Image 1).
- Add Daily Expenses:
- To record any daily expenses, follow these simple steps:
- Navigate to “Add Expense”:
- In the left-hand menu, under the Expense Manager, click on Add Expense (as shown in Image 2).
- Choose an Expense Category:
- A drop-down menu will appear showing the categories of expenses you created earlier.
- Select the appropriate category that matches the type of expense you’re logging.
- Enter Expense Details:
- Fill in the necessary details such as the expense amount, date, and any additional notes that describe the expense.
- Save the Expense:
- After entering all the information, click Save to log the expense into the system.
- The recorded expense will now be stored and available for tracking in your Expense Manager.
- Record Withdrawals (as shown in Image 3):
- To log any cash withdrawals (such as withdrawals for petty cash, emergency funds, etc.), here’s what you need to do:
- Navigate to “Add Withdrawal”:
- In the left-hand menu, under the Expense Manager, click on Add Withdrawal.
- Select a Withdrawal Category:
- A list of withdrawal categories will be available from the drop-down.
- Choose the appropriate category for the withdrawal you’re recording.
- Enter Withdrawal Details:
- Provide the withdrawal amount, date, and any relevant notes (e.g., reason for the withdrawal or other details).
- Save the Withdrawal:
- Once the information is filled in, click Save to log the withdrawal in the system.
- Review Your Entries:
- Once you’ve added your daily expenses or withdrawals:
- Track Expenses & Withdrawals:
- You can view a summary of all logged expenses and withdrawals by navigating back to the Expense Manager dashboard.
- This gives you a clear overview of the financial activities of your property.
By following these steps, you can effectively track and manage your property’s financial activities, ensuring better financial control and transparency.