# Expenses System - Quick Reference Card

## 🚀 Quick Deploy

```bash
python deploy_expenses_system.py
```

## 📍 Navigation

### Sidebar Locations
1. **Main Menu**: "Expenses" (after Portfolio)
2. **Reports Section**: "Expenses Report" (under Reports & Analytics)

### Access Requirements
- **Main Menu**: Admin, Team Leader, Loan Officer, Secretary
- **Reports**: Admin, Team Leader only

## 🔗 URLs

| Page | URL | Access |
|------|-----|--------|
| List | `/expenses/` | Staff+ |
| Add | `/expenses/add/` | Staff+ |
| Detail | `/expenses/<id>/` | Staff+ |
| Edit | `/expenses/<id>/edit/` | Staff+ |
| Approve | `/expenses/<id>/approve/` | Manager+ |
| Reject | `/expenses/<id>/reject/` | Manager+ |
| Pending | `/expenses/approvals/pending/` | Manager+ |
| Analytics | `/expenses/analytics/` | Manager+ |
| Export | `/expenses/export/excel/` | Staff+ |

## 📝 Quick Commands

```bash
# Deploy
python deploy_expenses_system.py

# Verify
python verify_expenses.py

# Demo
python demo_expenses_features.py

# Create sample data
python create_sample_expenses.py

# Run migrations
python manage.py migrate

# Start server
python manage.py runserver
```

## 🎯 Features

- ✅ Create/Edit/Delete expenses
- ✅ Approval workflow
- ✅ Advanced filtering
- ✅ Export to Excel
- ✅ Analytics dashboard
- ✅ Receipt upload
- ✅ Loan linking
- ✅ Branch filtering

## 👥 Roles

| Role | Create | Approve | Analytics |
|------|--------|---------|-----------|
| Staff | ✅ | ❌ | ❌ |
| Manager | ✅ | ✅ | ✅ |
| Admin | ✅ | ✅ | ✅ |

## 📊 Categories

1. Operational
2. Staff
3. Marketing
4. Loan-Related
5. Utilities
6. Office
7. Transport
8. Maintenance
9. Other

## 💳 Payment Methods

1. Cash
2. M-Pesa
3. Bank Transfer
4. Cheque

## 📚 Documentation

- **User Guide**: EXPENSES_USER_GUIDE.md
- **Technical**: EXPENSES_FEATURE_DOCUMENTATION.md
- **Deployment**: DEPLOYMENT_GUIDE_EXPENSES.md
- **Summary**: EXPENSES_FINAL_SUMMARY.md

## 🔧 Troubleshooting

```bash
# Check migrations
python manage.py showmigrations expenses

# System check
python manage.py check

# Verify installation
python verify_expenses.py
```

## ✅ Status

**Version**: 1.0  
**Status**: Production Ready  
**Date**: November 29, 2024  

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**Need Help?** Check EXPENSES_USER_GUIDE.md
