Setup steps for expense management in mbhelpers:–

1. Like employee management setup you can manage expense in two ways (In subgroups or separately).

   

2. Here  I am showing you to “Manage expense In subgroups”. Click “Next” button after selecting the option & go to next screen.

   

3. Click on “+” button shown in upper screen for adding subgroups & it will open dialog box for adding subgroup. Fill the name and Click on “Add” button.

   

4. Repeat Step 3 for adding more subgroups.

   

5. For adding expense accounts under different categories click on “+” button in front of respective categories.

   

6. On clicking “+” button in the upper screen dialog window will open , fill the information and click on “Save” button.

   

7. Repeat step 6 for adding more expense accounts. After adding accounts it will show something like below screen.

   

8. After adding all the accounts click “Done” button to finish the expense management setup.

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