Review the Expense Inquiry
How to Review the Expense Inquiry in Muhasib ERP
Overview
This guide will help you find an expense, inspect its payment and correction history, and determine its next authorized action.
You get the expense's authoritative transaction chain.
Who can do this
You need access to Expense Inquiry plus expense, payment, tax, and ledger visibility.
Before you start
Have expense/reference, payee, date range, head, amount, status, or user.
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 → Reports/Inquiries → Expense Inquiry.
Review the Expense Inquiry
Step 1: Set company and date range
Step 2: Filter by expense/payee/head/status/reference
Step 3: Open the exact expense
Step 4: Review evidence details, classification, amount, tax, status, and outstanding balance
Step 5: Review linked payments, updates, reversals, and replacement
Step 6: Choose payment or correction only after dependency review
Check your work
Inquiry detail agrees with Expense Report, payment history, and general ledger.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Expand scope and confirm company for missing records.
- Search payment references before entering another settlement.