Add Expense

Overview

The Add Expense feature enables users to add expense details.

Design & Workflows

The expense entry for the O&M is captured on this screen.

Expense Types

On selecting the option “Add Expense Record” from the list of tiles/cards on the home page, the user is navigated to the expense entry screen. The screen displays the following fields.

Field Name	Type	Mandatory Y/N	Description
Vendor Name	Text (With Suggestions dropdown)	Y	Name of the Vendor. The suggestion list is shown as the user entry is done for every character. The new Name will also create a Vendor Register.
Type of Expense	Drop Down	Y	Type of expense list From Master
Amount	Numeric	Y	Expense amount for the Bill
Bill Date	Date	Y	Date on which the bill is to be recorded in the registers. Validation - Before Current Date and after party Bill Date.
Party Bill Date	Date	N	Date on which the Party/vendor bill was issued. Validation - Before the Bill Date.
Bill Paid	Radio Buttons	N	With option Yes/No. To update status if it is paid. If yes, “Paid Date” is captured.
Paid Date	Date	N	Date on which the bill is paid. Displayed if the Bill paid option is selected as “Yes”. Validation - After Bill date and less than current Date.
Attach Documents	Doc Attachments	N	Option to upload documents (Max of 5). Supported files - PDF, JPEG, PNG. Should show required validation for other types of files.
Submit	Button	-	On click, the consumer master gets created with the detail entered above. The new connection id also should get generated as per the configuration.

On Submitting, the Expense entry gets created with a Bill number assigned. The Bill number generated would be based on logic defined as - “EB-<FY>-<4 digits running seq No>”

On Successful creation of expense entry, an acknowledgement screen is shown “Expense Entry successful” along with the Bill Number.