Expenses
Open Accounts Manager > Expenses to record authorized library spending in the same accountable workspace as income.
On a phone or narrow window, Record expense and Refresh sit together below the page title. The record action fills the available row space, with Refresh beside it. Search and date/status filters remain below the header in the Libcodesk WebApp and Standalone app.
Record An Expense
- Confirm the active library.
- Choose Record expense.
- Enter the description, category, transaction date, amount, payee, payment method, and reference where available.
- Review currency and library.
- Save and confirm the expense appears in the list and Account Desk totals.
Use details to review the record and regenerate its voucher. Edit or cancellation availability depends on permissions and record state. Cancellation requires a reason and preserves accountability.
Troubleshooting
- Expense is missing from totals: Confirm date range, library, status, and filters.
- Category is unavailable: Ask the organization admin to review the configured accounting choices.
- Voucher will not print: Regenerate it and allow the system print dialog.
Do And Don'ts
- Do attach a meaningful description and reference.
- Do use the library that incurred the expense.
- Don't enter negative income as an expense correction.
- Don't cancel a valid expense merely to hide it from a report.
FAQ
Does Accounts Manager replace full accounting software?
No. It provides traceable library income, expense, balance, and document workflows, not a complete general ledger.
Screenshot To Add: Expense list, create dialog, details, and voucher.
On a narrow screen, scroll the results horizontally to reach the remaining columns and row actions. Each value stays under its matching column heading. In the Standalone app, the horizontal scrollbar stays at the bottom of the results area, even when only a few records are shown.