ExpenseIn

Jack

Manage purchase requests and invoices in the Invoicing module.

Invoicing

Learn how to see the history of your invoices and purchase requests and view a timeline of their activity.

Invoice and purchase request history

Learn how to create, edit and submit a draft purchase request in the invoicing module.

Create, edit and submit a purchase request

Learn how to delete draft purchase requests from your My Purchases area.

Delete a purchase request in My Purchases

Learn how to recall submitted purchase requests pending approval.

Recall a purchase request

Learn how to view your submitted purchase requests that are awaiting approval in your My Purchases area.

View submitted purchase requests in My Purchases

Learn how to view your approved purchase requests within your My Purchases area.

View approved purchase requests in My Purchases

My Purchases

Learn how to upload invoices and credit notes, and submit them from the My Invoices area in the Invoicing module.

Upload, review and submit an invoice in My Invoices

Learn how to delete draft invoices from your My Invoices area.

Delete an invoice in My Invoices

Learn how to recall submitted invoices pending approval in your My Invoices area.

Recall an invoice in My Invoices

Learn how to view your submitted invoices that are awaiting approval in your My Invoices area.

View submitted invoices in My Invoices

Learn how to view your approved invoices within your My Invoices area.

View approved invoices in My Invoices

My Invoices

Learn how to use the invoicing module and get it set up for processing invoices.

Getting started with the Invoicing module

Learn how the invoicing module handles multiple approval flows and approval hierarchy.

Understanding invoicing approval flows

Learn how to approve or reject a user's purchase requests on the web portal.

Approve and reject purchase requests

Learn how to approve or reject a purchase request awaiting approval using the mobile app.

Approve and reject purchase requests (mobile app)

Learn how to approve or reject an invoice awaiting approval on the web portal.

Approve and reject invoices

Learn how to approve or reject an invoice awaiting approval using the mobile app.

Approve and reject invoices (mobile app)

Approval

Learn how to upload invoices and credit notes, and submit them from the Finance area in the Invoicing module.

Upload, review and submit an invoice in Finance

Learn how to email a supplier invoice to ExpenseIn.

Email an invoice to ExpenseIn

Learn how to delete invoices from the different sections of the Invoicing module Finance area.

Delete an invoice from Finance

Learn how to see if there are any invoices that are still with an approver from the Invoicing module Finance area.

View users' invoices awaiting approval

Learn how to view and manage rejected invoices in the Invoicing module Finance area.

Rejected invoices

Learn how to edit your approved invoices in the Invoicing module Finance area.

Edit an approved invoice

Learn how to export invoices them from the Approved section of the Invoicing module Finance area and mark them as as completed.

Export and complete approved invoices

Learn how to make changes to a completed invoice.

Edit a completed invoice

Learn how to search for invoices and export them.

Search Invoices

Learn how to access invoice data previously exported from the Invoices section of the Invoicing module Finance area.

Invoices export and posting history

Learn how to recall submitted invoices pending approval from the Invoicing module Finance area.

Recall an invoice in Finance

Finance - Invoices

Learn how to see if there are any purchase requests that are still with an approver from the Invoicing module Finance area.

View users' purchase requests awaiting approval

Learn how to edit approved purchase requests in the Invoicing module Finance area.

Edit an approved purchase request

Learn how to accept or unaccept an approved purchase request from the Invoicing module Finance area.

Accept or unaccept a purchase request

Learn how to close or reopen an accepted purchase request from the Finance area in the Invoicing module.

Close or reopen a purchase request

Learn how to export accepted and closed purchase requests from the Invoicing module Finance area.

Export accepted and closed purchase requests

Learn how to remove purchase requests from the Invoicing module Finance area.

Remove a purchase request from Finance

Learn how to download a PDF of an Accepted or Closed purchase request from the Invoicing module Finance area.

Downloading purchase request PDFs

Learn how to search for purchase requests and export them.

Search purchase requests

Learn how to access purchase request data previously exported from the Purchase Requests section of the Invoicing module Finance area.

Purchase requests export history

Finance - Purchase Requests

Learn how to add a supplier in the Invoicing module.

Add a supplier

Learn how to edit a supplier in the Invoicing module.

Edit a supplier

Learn how to delete a supplier in the Invoicing module.

Delete a supplier

Learn how to import your supplier data for the Invoicing module.

Import supplier data

Finance - Suppliers

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