Viewing Expense Details

Accessing the Screen

You can open the Expense Details screen from two places:

• By tapping any expense from the app’s home screen.
• By tapping any expense from the “Expenses” screen.

Screen Content

Header

The header contains:

• A back navigation button.
• The expense’s reference number.
• A sync status icon (shown in green once syncing is complete).
• A “More Options” (⋯) menu.

Directly below the header, a text indicator shows the expense’s current status:

• Synced
• In Progress
• Failed

Expense Labels (When Available)

• Category Label: Displays the expense’s category when available (e.g., “Electronics“).
• AI Extraction Label: Displays “By AI” only if the expense was created using the “Scan Expense Using AI” feature — this label never appears for manually added expenses.

Transaction Summary Section

This section displays the expense’s core financial data:

• Date: The expense date.
• Amount
• Tax Information:
  • Tax 1 (e.g., “VAT (Exclusive) (375.00)”)
  • Tax 2, if applicable (e.g., “Sales Tax 2.5%”)

Payment Details Section

This section displays:

• Treasury (e.g., “Main”)
• Journal Account: Shows “Auto” if no specific account is assigned.

Description Section (When Available)

Displays the expense description text if it was entered when the expense was created; this section doesn’t appear if no description is available.

Primary Action

A “Print” button appears at the bottom of the screen when available, to print or export the expense directly.

More Options Menu

The “More Options” (⋯) menu includes the following actions:

• Edit
• Print
• Clone
• Open in Browser — opens the expense in the full web version of the system.
• Hide from Mobile App
• Delete

Notes

• The expense’s status on this screen updates immediately if it changes (e.g., from “In Progress” to “Synced”).
• The “By AI ” label appears exclusively for expenses generated via the AI scanning feature, and does not apply to any manually entered expense regardless of how it was entered.