Manage your Expenses

Platform:

Important!

It is very important to leverage the functionality of Expenses management.
This can be very helpful for your Annual reports.

Important!

Track every association expense by category. You can then generate financial reports and optionally share expense records with all members for transparency.

Add the Expense categories

Caution!

You must create at least One category to be able to add Expenses.
1

Go to Expenses → Categories tab

Navigate to the Expenses section and open the Categories tab.

2

Click Add a Category

Create categories to organize your expenses (e.g. Venue rental, Catering, Office supplies, Transport, Events).

3

Enter name and color

Give the category a descriptive name and assign a color for easy visual identification in charts and reports.

4

Save

Expense categories list

Add an Expense Category

Expense category fields

1

Category Name

A clear descriptive name for the expense category (e.g. Venue rental, Stationery, Communication).

2

Color

Assign a color to this category. The color is used in expense charts and reports to visually distinguish categories at a glance.

3

Description (optional)

An optional description to clarify the scope of this category for other administrators.

Add an Expense

1

Click Add an Expense

From the Expenses list, click the add button to open the expense form.

2

Select the category

Choose the category that best matches this expense.

3

Enter the description

Describe what this expense is for (e.g. "Hall rental for January meeting").

4

Enter the amount

Enter the exact amount spent in your association's currency.

5

Set the date

Enter the date the expense occurred.

6

Attach a receipt (optional)

You can attach a photo or PDF of the receipt for auditing purposes.

7

Save

Add an Expense form

Financial transparency

Show expenses to members!

You can make expense records visible to all members via the EKKOU mobile app. Go to Configurations and enable the 'Show expenses to Members' option. Members will then see the expense list in read-only mode in their app.

Tips!

Good categorization of expenses makes your annual financial reports much easier to generate and present to members at the annual general assembly.

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