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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