Key Features
Per-Store Expense Tracking
Expenses are linked directly to LatePoint locations, making it easy to track costs for each store or branch independently.
Ideal for:
- salons
- clinics
- service centers
- multi-location businesses
Expense Attachments
Each expense can include an invoice or receipt attachment for proof and auditing.
Supported formats:
Reporting & Statistics
The plugin automatically calculates totals for:
- Today
- This Week
- This Month
- Custom Date Range
This helps managers quickly understand operational costs.
Detailed Expense List
View a full list of expenses with:
- date
- category
- store/location
- amount
- attachment
- notes
- user who created the expense
Category Management
Organize expenses using categories.
Admins can:
- create categories
- rename categories
- delete categories (only if unused)
Renaming a category automatically updates all related expense records.
Role-Based Access (LatePoint Roles)
The plugin integrates with LatePoint Roles permissions.
This allows managers to control which staff members can see or manage financial data.
Admin Menu Pages
The plugin adds a new Expenses section inside LatePoint.
Expenses → Overview
- Store filters
- Date range filters
- Statistics cards
- Daily totals
- Expense list
Expenses → Add Expense
Create a new expense entry with attachments.
Expenses → Full Report
Complete expense report with filtering options.
Expenses → Categories
Manage expense categories.
Important Notes
- Users only see expenses for locations they are allowed to access.
- Categories cannot be deleted if they are used by existing expenses.
- Designed for daily expense tracking and reporting.
Future versions may include:
- CSV / Excel export
- financial dashboards
- charts and analytics
- accounting integrations
