Managing Expense Submissions in P&L Operations

Managing Expense Submissions in P&L Operations

Overview

The Submit Expense tab allows you to submit, view, edit, and delete monthly and daily expenses using the templates created in Manage Expense.

Notes
Before submitting expenses, please ensure that:
  1. A P&L Performance base has already been created.
  2. At least one expense template has been configured in Manage Expense.
    3. InfoIf you haven't configured an expense template yet, see Configuring P&L Operations in Xilnex for Lark
  3. The expense template has been assigned to the appropriate store.

Understanding what is Submit Expense for

The Submit Expense tab allows you to submit, view, edit, and delete monthly and daily expense submissions using the templates created in Manage Expense.

Each expense submission can be created for either::
  • Monthly expenses
  • Daily expenses

The fields displayed are based on the selected expense template.

Submitting New Expenses

To submit a new expense:
  1. Navigate to P&L Operations.
  2. Open the Submit Expense tab.
  3. Click on the [NEW] button located at the top-right corner of the page.

  4. Select the store(s) for which you want to submit the expense.

  5. Select the Period type:
    1. Monthly
    2. Daily


  6. Enter the appropriate values into the expense fields generated from Manage Expense.
  7. Click the [ADD FIELD] button to create additional expense fields for the current submission (if any).
    8. InfoAdditional fields apply only to the current submission. To reuse them in future submissions, add them permanently in Manage Expense.
  8. Click the [SAVE] button


  9. A confirmation modal will appear for you to review the submission details. If everything is correct, click [CONFIRM & SAVE].

Viewing Submission History

After submission, all submitted expenses will be displayed in the dashboard table.
To view a submitted expense:
  1. Locate the submitted expense in the dashboard table.

  2. Click [More], then click [View Details] to view the monthly expense summary.

  3. The monthly expense summary is displayed by default.

  4. Click the Expand icon to view the corresponding daily expense submissions.
  5. To view the detail of daily expense submission, click [More], then select View Details for the corresponding daily expense submission.
    6. InfoThe monthly summary displays the aggregated expense amount, while the expanded section displays the individual daily expense submission for the reporting period.

Editing Submitted Expense

To edit a submitted expense:
  1. Locate the submitted expenses in the dashboard table.
  2. Click More, then click Edit.
  3. Update the required expense fields.
  4. Click the [SAVE] button.
  5. Review the changes in the confirmation modal.
  6. Click [CONFIRM & SAVE] to apply changes.
    7. InfoAny changes made to the expense submission will be automatically reflected in the corresponding P&L Flash Report.

Deleting Submitted Expense

To delete a submitted expense:
  1. Locate the submitted expense in the dashboard table.
  2. Click [More], then click [DELETE].
  3. Review the confirmation modal.
  4. Click [CONFIRM] to permanently delete the submission.
    5. WarningOnce deleted, the expense submission is permanently removed and cannot be recovered.
After completing the expense submission, continue with Generating a P&L Flash Report to review the financial performance report based on the submitted data.