Expense Tracker

[Viswanath VB]

It's will be great if upmind have Expense Tracker feature. Yes there are many Expense Tracker software but if upmind have inbuilt we can easily see profits and expenses from a single dashboard combine expenses and profits with in upmind. 

View Expenses Statistics On Dashboard:

Monthly Expenses

Expense Vendors Per Month

Expense Categories Per Month

Pending Expenses

Add And Manage Registered / Recurring Expenses:

View Expense Reports:

Select From Predefined Reports:

Expenses Per Category

Expenses Per Currency

Expenses Per Vendor

Expenses Vs Income

View Statistics In Graph And Table Form

Export option.

Attach invoice (PDF or image) to each Expense.

Edited March 29, 2023 by Viswanath VB

[Adrien]

In my opinion, I would prefer Upmind to concentrate solely on ordering, billing, and provisioning, and maintain a lightweight approach.

Instead, they could collaborate with third-party solutions that specialize in accounting. Similar to Enhance with CF integration, Upmind could have an integration module allowing users to select which integrations to enable or disable. For instance, Quickbooks and Xero could be included so we can export data from Upmind.