The Expenses module in the AdvanceCM mobile app allows you to track and manage any costs associated with operating your vacation rental properties. This includes expenses such as maintenance, rent or mortgage payments, utilities, gardening, and other operational costs.
Expenses List View
You can access the Expenses Module from the left-side menu in the app, under the Finances option.
Here, you will see your list of expenses.
Expenses Search Bar
Use the Search icon to locate an expense by entering its name in the search bar, as shown in the screenshot below.
Expenses Search Filters
Tap the Filters icon to search using various criteria such as rental, category, method, status and date range. Select the desired fields and click Apply to filter the results.
Create a New Expense
Tap the blue icon on the Expenses List View as shown below.
Click Add Expense.
Details Tab
Fill in the required fields on the Details tab, including expense category, amount, and expense date. You can also add notes in the description field.
Recurring Tab
If the expense occurs regularly, open the Recurring tab and configure the recurrence settings by enabling the option then selecting the frequency (daily, weekly, monthly, or yearly) and the applicable end time.
Attachments Tab
Upload related files to the expense here.
Click Save to create the expense.
Expenses Detail View
Tapping on any expense from the list will open the Expense Detail Overlay, which includes the following tabs:
Details – Information relating to the expense such as category, rental, amount, due date, payment status, and description will be available here.
Custom Attributes – Here, you can create your own attributes to track and categorize your expense records using fields such as String, Number, Date, and more.
Comments – View and add notes related to the expense.
Logs – All activity logs related to this expense will be shown on this tab, including any updates or changes made to the record.
Additional Expense Options
The Actions icon also provides you with options that you can perform for that expense, such as editing. duplicating or deleting records. You may also manage multiple expenses and configure automations from the Expenses section.
