Transfers

How to Use

Transfers

An expense is the money spent or cost incurred in an entity's efforts to generate revenue. Expenses represent the cost of doing business where doing business is the sum total of the activities directed towards making a profit.

How to Add Transfer

  • Go to Transfers page from side navigation.
  • On the top right corner, click “Add Transfer”. This form can be opened directly from any page by clicking “transfer” icon on footer.
  • A Form will pop up. Fill the form with Transfer details.
    • Select the Date.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the concerning department to which this person is related.
    • Email, Phone, NIC, Address are optional fields.
  • Click “Add Transfer” button.
  • A green toaster will appear on bottom right corner with text “Transfer added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Transfer

  • Go to Transfer page from side navigation.
  • All Transfers are listed, click the edit icon in front of the Transfer you want to edit.
  • A Form will pop up with prefilled details of that Transfer.
  • Update any field you want to edit.
  • Click “Edit Transfer” button.
  • A green toaster will appear on bottom right corner with text “Transfer edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Transfer

  • Go to Transfer page from side navigation.
  • All Transfer are listed, click the delete icon in front of the Transfer you want to delete.
  • Click “Yes” to confirm that you really want to delete that Transfer.
  • A green toaster will appear on bottom right corner with text “Transfer deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation