Overview
The Expense module lets you record day-to-day spending that you pay directly to suppliers (for example by cash, bank, cheque, credit card, or debit card).
On this screen you can:
See a list of all expenses for a chosen date range.
Add new expense records.
Edit, print, delete, export, or share existing expenses.
Each expense can be linked to:
A supplier (who you paid).
A project (what the spending relates to).
A payment account (e.g. Petty Cash, Cash on hand, Cash in bank).
One or more expense categories (accounts from your chart of accounts).
Key Features
1. Expense list with filters
The main Expense page shows a table with: Form, Reference, Date, and Amount, plus actions for each row.
Above the table you have:
Date range filter – choose “from” and “to” dates.
Search Expense – search by reference number or form name.
Location filter – filter expenses by location (or select All)
Toolbar icons to download / export / print / share the list.
2. Add and edit expenses
Click Add Expense to open the New Expense form.
The form includes:
Supplier – “Select a supplier”.
Project – link the expense to a project.
Payment Account – choose where the money comes from (e.g. Petty Cash, Cash on hand, Cash in bank).
Location – business location.
Payment Method – Cash, Bank, Cheque, Credit Card, or Debit Card.
Payment Date – the date you paid.
Reference – system-generated reference number.
Amounts are – how amounts are treated for tax (e.g. “No Tax”).
Attachments – upload and store supporting files (receipts, invoices).
Expense lines:
Category – select an account (e.g. expense or liability account).
Description – short explanation of the item.
Amount – value for that line.
Tax – shows “Taxes disabled” or applied tax for the line.
Add New Item – add more lines to the same expense.
At the bottom you see Subtotal, Tax, and Total.
3. View, print, delete, and share
For each expense row in the list you have:
View/Edit menu – opens options such as Print and Delete.
A Share icon – to share the expense record (for example with other users).
4. Connected modules (how Expense fits into DizLog)
From the repository and screens we can see that the Expense module connects with several other modules:
Accounts Payable – Bill (Bill Payments)
In the Projects > Project Overview screen, the “Expense” section can open Bills
Inventory Management – Purchase Orders
The same project “Expense” section can open Purchase Orders
Accounting Reports – Projects
Project Overview shows an Expense block that lists expenses for a project and links back into this Expense module.
Financials – General Accounting / Ledger
Ledger items and chart-of-account views can link back to an expense using its ID
Suppliers
The Expense form requires you to Select a supplier, and translations include Add New Supplier, which shows that suppliers are maintained in a separate Suppliers area.
Accounts Payable group
In the left-hand menu, Expense sits inside Financials → Accounts Payable alongside Bill, Cheque Voucher, Cheque, Accounts Payable Summary, and Accounts Payable Detail, confirming it is part of the wider Accounts Payable workflow.
Getting Started
Step 1 – Open the Expense module
Log in to DizLog.
In the left menu, click Financials.
Under Accounts Payable, click Expense.
You will see the Expense list page with filters and the table of existing expenses.
Step 2 – Understand the list screen
Use the date range at the top left to limit which expenses you see.
Use Search Expense to find an expense by reference number or form/supplier name.
Use Location to show expenses for a specific location or All locations.
Use the icons to download, export, print, or share the list when needed.
How to Use
A. Add a new expense
Go to Financials → Accounts Payable → Expense.
Click Add Expense (top right).
In the New Expense form, fill in the header:
Supplier – pick the supplier you paid.
Project – if the expense belongs to a project, select it.
Payment Account – choose Petty Cash, Cash on hand, Cash in bank, etc.
Location – choose the correct business location.
Payment Method – choose Cash, Bank, Cheque, Credit Card, or Debit Card.
Payment Date – set the actual payment date.
Reference – keep the suggested number, unless your policy says otherwise.
Amounts are – leave as No Tax or choose another option if needed.
(Optional) Click Attachments (0) and upload any receipt or invoice files.
Add expense lines:
Under Category, choose the correct account (e.g. utility expense, deposit, etc.).
Enter a short Description.
Type the Amount.
Check the Tax column (for example “Taxes disabled”).
Click Add New Item if you need more lines for the same payment.
Review the Subtotal, Tax, and Total at the bottom.
Click Save.
The new expense now appears in the list and is also visible under the related Project (if a project was selected).
B. Edit an existing expense
On the Expense list, find the row you want.
Click View/Edit and choose the option to open the expense (if clicking the label opens it directly, just click it).
Update fields such as Supplier, Project, Payment Account, Payment Method, Categories, Amounts, or Attachments.
Click Save.
Changes will also update any connected views, such as the Project overview and relevant ledger links.
C. Print or share an expense
In the list, click View/Edit on the row you need.
Choose Print to print that expense.
Use the Share icon next to the row if you need to share the expense with others.
You can also use the toolbar icons at the top of the page to print or export the whole list.
D. Delete an expense
Note: Deleting an expense also removes it from connected views like Projects and ledger links, so follow your company’s policy before deleting.
On the Expense list, click View/Edit on the row.
Choose Delete.
Confirm the deletion when prompted.
Behind the scenes this triggers a delete call to the Expense API for that record ID.
E. View expenses for a project
From the Projects module:
Open Accounting Reports → Projects and choose a project.
On the Project Overview, scroll to the Expense section.
Click an item in the list:
If it’s a Bill, you go to Bill Payments.
If it’s a Purchase Order, you go to Inventory → Purchase Orders.
If it’s an Expense, you go to the Expense detail page.
This lets you see all spending for a project in one place.
Troubleshooting
1. I can’t see the Expense menu item
Make sure you are in the correct business account.
Check that Financials → Accounts Payable → Expense is visible in the left menu. If not, ask your system administrator to confirm your access rights.
2. The supplier I need is not in the list
The Supplier field only shows suppliers already created in the system.
Ask the person who manages suppliers to add it in the Suppliers area (translations include Add New Supplier, which indicates this is managed separately).
3. My expense does not appear in the project view
Check that you selected the correct Project on the expense form.
Open the Project Overview again and look under the Expense section. Only expenses linked to that project appear there.
4. The totals look wrong
Review each line’s Amount and Category.
Check whether Tax is disabled or applied for each line and in the Amounts are field.
If the numbers still don’t match, your accounting team can check the Accounting Ledger and linked transactions for that expense.
5. I can’t delete an expense
Make sure you have permission to delete records.
If the expense is already used in financial reports or reconciliations, your accounting policy may not allow deletion—check with your accountant or admin.
This article stays within what can be seen from the repository and the UI: how to list, add, edit, print, delete, and connect Expenses with related modules such as Bills, Purchase Orders, Projects, Suppliers, and the Accounting Ledger.