Overview
Use categories and supporting documents to explain recorded income and expenses. Reports, charts and exports help the team inspect the organization’s financial activity.
Each income or expense entry can carry a category and the attachment that explains it. Those details provide context when the team reviews a period’s activity. Charts and reports show the recorded entries for inspection, while exports provide a copy of the available report information for further review.
What you can do
- Categorize income and expenses so financial entries can be reviewed by their purpose.
- Keep supporting attachments with entries to provide a reference during review.
- Use reports, charts and exports to examine the organization’s recorded income and expenses.
Usage examples
- Attach a receipt to an event expense and include it in the period’s review.
- Review categorized income and expenses in the available charts or export the report.
Discuss your organization’s needs
Contact the Fewa team to discuss how this module can fit your organization’s process.
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