SunPMSby SunTatva Technologies

Extra Expense Category

Extra masters · Updated

On this page
  1. Before you start
  2. Screen layout
  3. How to add a category
  4. How to edit
  5. How to delete
  6. What happens behind the scenes
  7. Messages you may see
  8. Tips and FAQ
  9. Screenshots

The list of headings used when staff record hotel expenses on the Extra Expense page (petty purchases, repairs, refunds paid out). It works exactly like Extra Income Category but for expenses.

Extra Expense Category

Before you start

  • Nothing; the list starts empty.

Screen layout

This screen follows the common master layout described in Property Setup (section "Master screens: one pattern"): a header with the back arrow, the title, a one-line explanation and the main button on the right; a Search box and a Columns button above a sortable table; a footer with Total Records, Rows and page buttons; and an add / edit window with Delete (left, only when editing), Cancel and Save. Specific to this screen:

Element Meaning Rules
Search By name or code.
New Misc. Expense (top right) Opens Add Extra Category.
Category Name, Code, Remark Columns. Click the highlighted name to open Edit Extra Category.
Window section Expense category ("Groups the extra expenses you record, such as repairs or supplies."): Code Short code. Required.
Charge Name The category name. Required, up to 100 characters, unique.
Remark Note. Up to 500 characters.
Save, Cancel, Delete Save is shown only for a new category (see below).

How to add a category

  1. Click New Misc. Expense.
  2. Enter Code and Charge Name.
  3. Click Save. Message Expense category added successfully. The window stays open for the next entry.

How to edit

How to delete

Open the category, Delete, confirm Are you sure want to delete this Extra Expense. Message Extra Category deleted successfully.

What happens behind the scenes

Same shared table as income categories, type = 2. Used by the Extra Expense page and its reports.

Messages you may see

Message (exact text) Why it appears What to do
Please enter Code. Empty code. Type it.
Please enter Extra Expense Category Name. Empty name. Type it.
Record Already Exist. Duplicate. Rename.
Expense category added successfully. / Expense category updated successfully. Success. None.

Tips and FAQ

  • Q: I cannot save my change to an expense category. A: The edit window currently has no Save button; delete and re-create the category.

Screenshots

Extra Expense Category: xexp list
Extra Expense Category: xexp list
Extra Expense Category: xexp dialog
Extra Expense Category: xexp dialog
Extra Expense Category: xexp filled
Extra Expense Category: xexp filled
Extra Expense Category: xexp list after
Extra Expense Category: xexp list after