How to view reports and expenses in calendar mode?
On Expensya, you can view your expenses in calendar mode which gives you a zoomed-out view of the reports per month.
This feauture is activated by the administrator of the company from the "Administration" tab, under "Company settings" menu, the "Validation" panel.
To view a Report in calendar mode:
- Access a Report,
- Choose the calendar view,
You will be able to see your expenses in calendar view,
You can have this vision from the "expenses" tab.
If you click on any expense in calendar mode, the expense form will open, allowing you to make changes.
- For the Manager:
- Click on the "Manager" tab,
- Go to the report and click on the button which allows you to see the expenses in calendar mode.
- For the Administrator:
- Click on the "Admin" tab, under "Reports" menu,
- Go to the report and click on the button which allows you to see the expenses in calendar mode.
If you click on any expense in calendar mode, the expense form will open, allowing you to make changes.
- For the accountant:
- Click on the "Accountant" tab,
- Go to the report and click on the button which allows you to see the expenses in calendar mode.
