Nov
16
2015

Managing Your Expenses in Online Invoices

Start managing your additional expenses:

Through the “Finance” tab, Select the “Expenses” option.Reccur-Expenses

 

  1. To create a new expense click the “New Expense” button at the top right corner.
  2. The Blue Division bar displays your entered “Expenses” during the showing¬† periods which are the: “Last 7 Days”, “Last 30 Days” and “Last 365 Days”
  3. Use the “Search” bar to search for expenses.
    1. Use the “Date”¬† section to search for expenses by date.
    2. Use the “Category” drop-down menu to view the expenses for this category.
    3. Use the “Client” drop down menu to view the expenses for this client only.
    4. Use the “Amount more than”/“Amount less than” fields to show the amount in a certain range.
    5. Use the “Added By” drop down menu to show any expenses created by a certain staff member at your team.

Editing an Expense:

  1. Through the “Finance” tab, Select the “Expenses” option.Edit-Expenses
  2. Click the marked “Blue” button at the right-hand side of the “Expense” row then select the “Edit” option.
  3. Edit the details you want to edit.
  4. Then click the “Update” button.

Deleting an Expense:

  1. Through the “Finance” tab, Select the “Expenses” option.
  2. Click the marked “Blue” button at the right-hand side of the “Expense” row then select the “Delete” option.
    delete-Expenses
  3. A confirmation message will populate; so click “Yes” to delete the “Expense” or click “No” to close the window and refer back to the “Expense” page.

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