User Guide: Expense & Receipt Tracker

Efficiently manage financial records, track currency conversions (SLE to USD), and generate dual-column reports.

Dashboard

Your high-level financial summary at a glance.

  • View Totals: Instantly see total receipts, total expenses, and your current net balance in SLE.
  • Recent Activity: Scroll through the last 5 transactions entered into the system.
  • Quick Start: Use the "Add Expense" button to log spending immediately.

Access Route

/a/dashboard/

Add Expense

Record money going out for projects or operations.

Steps:

  1. Enter the date (dd/mm/yyyy).
  2. Select the Project and enter the Payee.
  3. Input the amount in SLE.
  4. Verify the Exchange Rate (calculated automatically).
  5. Upload the Invoice File.

Route: /a/add_expense/

Add Receipt

Record money coming in from payers or clients.

Steps:

  1. Fill in details similar to expenses.
  2. Identify the Payer and the purpose of payment.
  3. The USD amount is automatically calculated for you.
  4. Attach a Receipt Image for audit purposes.

Route: /a/add_receipt/

Dual Report

A side-by-side view of all financial movements organized by time.

Left Column

Displays all Receipts.

Right Column

Displays all Expenses.

Features:

  • Click file icons to view attached invoices or receipts instantly.
  • Sorted by UTC entry time for a precise chronological audit trail.

Route: /a/dual_report/

Exchange Rates

Set the conversion value for SLE to 1 USD for specific periods.

Manage Rates

Use the top form to add a new period (e.g., "October 2026"). Existing rates can be updated using the Edit button in the list below.

Route: /a/exchange_rates/

Team

Control who has access to the application.

  • Invite Users: Add new team members via email.
  • Assign Roles: Choose between Admin, Accountant, or Cashier to limit what users can see or do.
  • Monitor: View the list of active team members and their contact details.

Route: /a/team/