Expense Management
How to record, categorize, approve, and publish expense reports for your association.
Expense management in Zenith AMS helps associations maintain financial transparency by documenting all organizational spending.
Expense categories
Before recording expenses, set up expense categories in Finances → Expense Categories. Examples: Event Logistics, Office Supplies, Secretariat, Welfare, Utilities.
Recording an expense
Navigate to Expenses
Go to Finances → Expenses in the admin panel.
Click Add Expense
Click Add Expense to open the expense form.
Fill in details
Enter the amount, category, description, date, and optionally attach a receipt or supporting document.
Save
Save the expense. It can be reviewed and approved by an authorized admin.
Member visibility
Approved expenses are visible to all members in the Expense Reports section of the member portal. This promotes financial transparency and trust within the association.