Nov
16
2015

Managing Your Expenses in Online Invoices

To start managing your added expenses:

  1. From the “Finance” menu choose “Expenses”.

Reccur-Expenses

  1. To create a new expense click the “New Expense” button in the top right corner.
  2. Use the quick search area to search for expenses
    1. Use the “Date”  section to search for expenses by date.
    2. Use the “Vendor” drop down menu to view only expenses for this vendor.
    3. Use the “Category” drop down menu to view only expenses for this category.
    4. Use the “Client” drop down menu to view only expenses for this client.
    5. Use the amount more/less than fields to show amount in certain range.
    6. Use the “Added By” drop down menu to show any expenses created by a certain staff member from your team.

Edit an Expense:

  1. From the “Finance” menu choose “Expenses”.
  2. Next to the expense you wish to edit click the “Edit” button.
    Edit-Expenses
  3. Edit the details you need to edit.
  4. Click the “Submit” button.

Delete an Expense:

  1. From the “Finance” menu choose “Expenses”.
  2. Next to the expense you wish to edit click the “Delete” button.
    delete-Expenses
  3. A confirmation message will appear; click the “Yes” button to confirm deleting or the “No” button to go back to the expenses page.