Admin
Finance
Read or manage the records shown by this feature.
Step-by-step guide
Before you start
Use an administrator account for this feature.
Open this feature
Open /admin/finance/analytics on your application domain, or use the matching item in the application menu.
Steps
Save expense / Add expense
- Open /admin/finance/expenses on your own application domain.
- Complete these fields in that form: Description, Amount, Currency, Category, Date, Notes. Their choices and limits are listed below.
- Select Save expense / Add expense. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Description | Required. No more than 255 characters. | A short description of this test record. |
| Amount | Required. Enter a number. | Use the value required by the task; no example is assumed. |
| Currency | Required. Choose USD. No more than 10 characters. | Choose a displayed option; the available labels are listed above. |
| Category | Required. No more than 100 characters. | Use the value required by the task; no example is assumed. |
| Date | Required. | Use the value required by the task; no example is assumed. |
| Notes | Optional, unless this form asks for it. No more than 4000 characters. | Use the value required by the task; no example is assumed. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Description | Required. No more than 255 characters. |
| Amount | Required. Enter a number. |
| Currency | Required. Choose USD. No more than 10 characters. |
| Category | Required. No more than 100 characters. |
| Date | Required. |
| Notes | Optional, unless this form asks for it. No more than 4000 characters. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Technical reference
Role-scoped source references
Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /admin/finance/analytics |
| GET | /admin/finance/expenses |