Review an Expense and Its Payment History

How to Review an Expense and Its Payment History in Muhasib ERP
Overview
This guide will help you trace an expense from source entry through every payment and correction.
You have an evidence-backed view of what was recorded, paid, outstanding, or corrected.
Who can do this
You need access to Expense and Expense Payment view access, plus ledger access if checking is required.
Before you start
Have the expense number, reference, payee, date range, or amount needed to identify the record uniquely.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Expenses & Vouchers → expense list/history.
Review an Expense and Its Payment History
Step 1: Search for the expense using multiple identifying values
Step 2: Confirm payee, date, amount, head, and reference
Step 3: Review original status and current outstanding balance
Step 4: Open each linked payment, update, reversal, or replacement
Step 5: Compare the document chain with source evidence
Step 6: Reconcile totals to expense and cash/bank ledgers
Check your work
Confirm original amount equals valid payments plus outstanding amount, adjusted for authorized reversals or corrections.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Expand the date range if a linked payment is not visible.
Check company and accounting period before concluding a record is missing.
Related guides
Create an Expense
Record an Expense Payment
Update or Correct an Expense
What to do next
Create an Expense.