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Navigate to the Hub for All Financial Transactions
To start managing your restaurant's financials, navigate to the Expenses section on the Fooodis dashboard. This section is where you will oversee all of your restaurant's expenses, organized by categories and vendors. In this hub, you can add new expenses, categorize them, and manage suppliers. The Expenses Management dashboard provides a streamlined view of all your transactions, making it easy to monitor and control your financial outflows. Whether you're viewing current expenses or setting up new categories, this section keeps your finances organized and accessible.
Accessing and Managing the Expenses Section
1. Access the Expenses Section ○ Start by navigating to the Expenses section (1) in the left-hand sidebar. This is where you can manage all of your restaurant's expenses, vendors, and categories.
2. Expense Management Dashboard ○ Once inside the Expenses Management section (2), you’ll see an overview of all registered expenses. If no expenses have been added yet, it will show a message stating, "There are no expenses."
3. Managing Expense Categories ○ To manage categories that classify your expenses (such as "Suppliers" or "Utilities"), click on the Categories button (3) on the top right of the Expenses Management page.
4. Managing Vendors ○ To view or manage vendors (companies or individuals from whom you purchase goods or services), click the Vendors button (4) on the main expense screen.
5. Adding a New Expense ○ To log a new expense, click the Add New Expense button (5) at the top of the screen. This will bring you to the expense input form, where you can add detailed information about the transaction.
Set Up Categories and Vendors for Better Expense Tracking
Classify Your Expenses and Manage Supplier Information
Accurate categorization is key to effective financial tracking. In the Expense Categories Management section, you can create and edit categories to classify your expenses—whether for "Suppliers," "Utilities," or other costs. Similarly, the Vendors Management section allows you to keep track of all your suppliers, ensuring each expense is linked to the correct vendor. By adding, editing, or deleting categories and vendors, you create a structured framework that makes expense tracking easier, more transparent, and better organized for reporting.
Managing Expense Categories and Vendors
6. Expense Categories Management ○ In the Expense Categories Management screen (6), you will see a list of all defined expense categories. This section allows you to keep your expense classifications organized and relevant.
7. Adding a New Expense Category ○ To add a new expense category, click Add New Expense Category (7) and fill in the required fields.
8. Editing or Deleting Expense Categories ○ In the Expense Categories Management screen, you have the option to Edit or Delete (7) existing categories. Use these options to keep your categories up to date and relevant.
9. Adding New Vendors ○ After setting up your categories, you can manage vendors by clicking Add New Vendor (9) in the Vendors Management section. This will allow you to define suppliers for future expenses.
Add New Vendors and Categories with Ease
Customize Your Vendor and Expense Categories to Suit Your Restaurant’s Needs
In order to accurately track where your money is going, you need to categorize your expenses and assign them to the right vendors. The Add New Vendor and Add New Expense Category options allow you to input detailed information about your suppliers and expense types, giving you control over how your financial records are organized. Once saved, these vendors and categories can be selected during the expense logging process, ensuring that each transaction is properly classified and traceable.
Adding and Managing Expenses
10. Adding a New Vendor ○ When adding a new vendor, fill out the required details such as Vendor Name and Category Code (10) to ensure the vendor is correctly linked to its respective category.
11. Saving a New Vendor ○ After filling in the necessary details for a vendor, click Insert (11) to save the vendor to your list.
12. Viewing Vendors in Vendors Management ○ In the Vendors Management screen (12), you will see all added vendors. From here, you can manage vendors by editing or deleting them as needed.
13. Managing Vendors Actions ○ In the Vendors Management list, you can either Edit or Delete (13) vendors using the corresponding buttons next to each vendor’s name.
Easily Log and Manage Your Expenses
Track Your Financials with Date, Category, and Vendor Information
Logging a new expense is simple and efficient with the New Expense section. Here, you can input important details such as the date, amount, vendor, and category for each transaction. This ensures that all of your expenses are properly organized and assigned, allowing for better financial oversight. Once logged, these expenses appear in your main Expense Management dashboard, where they can be reviewed, edited, or deleted as needed. With clear and organized data, you can analyze your spending and make informed financial decisions to optimize your restaurant’s performance.
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Managing expenses is a crucial part of running a successful restaurant, and Fooodis makes it easy with its comprehensive expense management tools. Below are some frequently asked questions to help you understand how to use the expense management features and keep your financials organized.
The Expenses section is where you can track and manage all of your restaurant's financial transactions. It allows you to log expenses, categorize them, and associate each expense with specific vendors, making it easy to stay on top of your restaurant's financial health.
To add a new expense, go to the Expenses section and click on Add New Expense. Then, fill out the required information such as date, amount, reference, category, and vendor. Once done, click Insert to save the expense.
Yes, you can categorize your expenses by creating and managing categories in the Expense Categories Management section. This allows you to group expenses by type, such as "Suppliers" or "Utilities," making it easier to organize and analyze your spending.
To manage vendors, go to the Vendors Management section where you can add, edit, or delete vendors. This helps you track who you are purchasing from and ensures that each expense is assigned to the correct supplier.
Yes, you can edit or delete expenses at any time. Simply navigate to the Expenses Management screen, locate the expense you want to modify, and use the provided options to edit or delete it.
When adding a new vendor, you need to input the Vendor Name and optionally the Category Code. This ensures the vendor is properly linked to your expense categories and makes tracking expenses easier.
To create a new expense category, go to the Expense Categories Management section, click Add New Expense Category, and fill in the category name and code. This helps organize your expenses by specific types, making financial analysis easier.
Tracking expenses by category and vendor allows you to get a clear understanding of where your money is going. This helps with budgeting, financial forecasting, and making informed decisions about where to cut costs or invest more resources.
Yes, all of your logged expenses are viewable in the Expenses Management dashboard, where you can filter, search, and review past transactions to maintain a detailed record of your restaurant’s financials.
By regularly updating your categories and vendors, and making sure each expense is properly categorized and linked to a vendor, you can keep your expenses well-organized and easy to review when needed.
