Expense Management
Menu path: Expense Management in the left sidebar (group name). Your role must allow each screen’s module, or the item will be hidden or the route will show access denied.
All three areas are per restaurant (outlet). Pick a Restaurant in the filter bar first; the list and actions use that site’s data.
| Screen | Menu path (under Expense Management) | What it is for |
|---|---|---|
| Expense Categories | Categories | Name and active/inactive status for cost groupings (e.g. Rent, Utilities) used on expenses and recurring rules. |
| Recurring Expense | Recurring Expense | Schedules (rules) for costs that repeat: frequency, amount, start/end, pause/resume/stop. |
| Expenses | Expenses | The expense ledger: individual expense rows (one-time entries and lines tied to recurring rules), filters, pagination, add/edit/view/delete. |
Permissions (what the app checks)
Each route is protected by a module name your administrator assigns to roles:
| Area | Module used for route access |
|---|---|
| Categories | EXPENSE CATEGORIES |
| Recurring Expense | RECURRING EXPENSES |
| Expenses | EXPENSES |
Inside screens, Create, Update, and Delete are enforced separately (for example Add Expense only if your role may create expenses).
Dependencies between screens
- Expense categories should exist (and be Active where relevant) before you classify Expenses or Recurring expense rules.
- Payment methods and Suppliers come from elsewhere in admin (Settings / Inventory suppliers); expense forms offer them as dropdowns when your data provides them.
Related reports
Financial summaries such as Profit & Loss may include expense breakdowns. Use expense screens for recording costs; use Reports for aggregated views.