Today, we’re going to delve into the Expenses tab within Leads AI. Upon accessing this tab, users are presented with an overview of the total expenses made, the total expenses made this week, and the last total expenses. Users have the option to view the expenses in a detailed list view, which includes information such as the expense category, description, amount, date, associated deal, and the users involved. Additionally, users can attach relevant files to the expense entry. To create a new expense, users can simply click on the plus icon and proceed to input details such as the expense category, amount spent, date, associated deal, user, and description. Furthermore, users have the option to attach files related to the expense. Once all the necessary information has been entered, users can finalize the creation by clicking “create.”

This provides an overview of the Expenses tab within Leads AI, showcasing its functionality in managing and creating expenses.