Expenses

Section: Operations
URL: /admin/expenses
Page title: (2) Cheltuieli

Overview

Expenses track cost outflows — categorised, optionally billable to a client/project, and attachable to receipts.

Business value

Tracks every cost outflow — categorised, with receipts, optionally billable to a client or project. Closes the loop between cost and revenue at the project level so margin is visible per engagement.

Who uses it: Operations, finance, project managers, employees who incur expenses
Key benefit: Surfaces unprofitable projects, keeps reimbursement fast, and supports tax/audit compliance.

Typical use cases:

Employee submits travel expense → manager approves → finance reimburses
Project margin = invoiced − (timesheets + expenses)
Categorised expense reports for tax filing

At a glance

Accessing this module

From the admin sidebar, navigate to Expenses, or open the URL directly:

/admin/expenses

List view

The list view shows existing expenses records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Expenses from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Tip

Mark an expense as billable to a client or project at creation — billable expenses flow into the project margin calculation and can be included on client invoices, ensuring cost recovery without manual tracking.

Note

Attach a receipt scan or photo to every expense record — this is required for tax compliance and audit purposes and can be uploaded at creation or added later from the expense detail view.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}expenses`	Add new Expense
`GET`	`{{base_url}}expenses?nr_page&per_page=5`	List all Expenses
`GET`	`{{base_url}}expenses/:id`	One Expense
`GET`	`{{base_url}}expenses/search/expense`	Search Expense Information
`PUT`	`{{base_url}}expenses/4`	Update Expense
`DELETE`	`{{base_url}}delete/expenses/:id`	Delete Expense

See the full payload schemas, query parameters, and example responses in the API reference (`Expenses`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/expenses