FadenDocumentation
Demo PLEN

Invoices, costs and KPiR

Expenses

The entrepreneur's expense register: browse, classify, edit, bulk edit and manually add expenses.

Address in the app: /entrepreneurs/:entrepreneurId/expenses

The Expenses window holds the workspace's costs. Each expense has a classification that decides whether and how it counts as an IP cost in the report.

Changing expenses does not recalculate existing reports. Regenerate the report afterwards.

What the window looks like

/entrepreneurs/:entrepreneurId/expenses
The expense register with filters and the add form.

Parts of the window

  1. Filters

    Narrow the list by year, text, tag, import batch and expense classification. Text search covers the description, document number, contractor and KPiR fields.

  2. Expense register

    The table shows 25 expenses per page: date and document, description, amount, classification with IP right, and tags. Use the buttons below the table to change pages.

  3. Row actions

    Edit opens the edit form. Delete removes the expense immediately, without confirmation.

  4. Adding an expense

    Form for adding an expense by hand. IP right and Nexus category are optional.

/entrepreneurs/:entrepreneurId/expenses
The edit form open under an expense row.

Parts of the window

  1. Edit form

    Lets you change the expense fields, including currency, KPiR data, contractor, IP right, Nexus category and tags.

/entrepreneurs/:entrepreneurId/expenses
Bulk edit mode with expenses selected.

Parts of the window

  1. Selection

    Select the page, all matching expenses, or clear the selection. The count of selected expenses is shown alongside.

  2. Bulk edit panel

    Changes the chosen fields in all selected expenses. Only the fields you set are changed. A Nexus category needs a direct cost with a specific IP right.

Try it live

The demo runs in your browser on fictional data. Changes are kept only in this browser (localStorage).

How to

  1. Find an expense

    Pick a Year, type in Search expenses, or use the tag, import batch and classification filters. The line below the filters shows how many expenses match.

  2. Change one classification

    In the Classification / IP column choose a new value from the list. It saves immediately.

  3. Edit an expense

    Click Edit in the row, change the fields and choose Save expense. Cancel edit closes the form without changes.

  4. Change many at once

    Click Bulk edit, select expenses, fill in only the fields to change and choose Apply to .... Right after saving you can revert it with Undo last bulk edit.

  5. Add an expense manually

    Fill in Add an expense manually: description and amount (in PLN) are required. Then choose Add expense.

Good to know

  • Fields you leave alone in a bulk edit stay unchanged (Keep current).

Limitations

  • One bulk edit covers at most 1000 expenses.
  • The Nexus category is available only for a direct cost assigned to a specific IP right.
  • Read-only accounts (e.g. an archived workspace) see the register and filters, without editing, deleting, bulk edit or the add form.

See also