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).
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