Home Help Centre Expenses Managing Expenses

Recording And Managing Expenses

Expenses records production spending separately from budget scenarios. You can organise expenses by department, identify a claimant and track whether they are paid.

Add An Expense

  1. Open Expenses.
  2. Choose Department and Category.
  3. Enter Summary, Vendor, Description and Amount as appropriate.
  4. Choose No VAT, Ex VAT or Including VAT.
  5. Choose Claimed By and set Due By if needed.
  6. Select Add Expense.

Department, category, summary and a numeric amount are required. The list groups records by department and shows their due dates and payment status.

Edit Details And Attach Evidence

  1. Select Manage beside the expense.
  2. Change its details and select Update Expense.
  3. Use Attachments to upload receipts or invoices where permitted.
  4. Use Claimed By to assign or remove the associated contact, and Notes or Tasks for follow-up work.

Record Payment Status

  1. In Payment Details, choose Mark Expense As → Paid, Unpaid or Rejected.
  2. Enter Payment Date and Payment Notes as appropriate.
  3. Select Update Expense Status.

Updating the expense details and updating payment status use separate buttons. Paid records the status in CinePlatform; it does not initiate a bank payment.

Remove Or Export Records

Delete Expense removes the expense after confirmation. Download Spreadsheet on the expense list provides an export for review.

Troubleshooting

If creation fails, complete the required fields and use a numeric amount. Check VAT and paid/unpaid totals against individual records and invoices before using the list or export for reconciliation; the displayed totals can be inaccurate. Recording an expense does not automatically update every budget scenario.