Invoicing

Find help regarding ExpenseIn's invoice approval and purchase request module.

13 articles in this collection
Written by Jack

Getting started with invoice approval

Start using our brand new invoicing module today and save hours processing invoices each month.

Written by Jack
Updated over a week ago

My Purchases

Adding and submitting purchase requests

How to create a purchase request and submit for approval.

Written by Jack
Updated over a week ago

Approval

Approving purchase requests

How to approve a purchase request.

Written by Jack
Updated over a week ago

Approving invoices

Steps how to approve an invoice.

Written by Jack
Updated over a week ago

Finance

Add a supplier

How to add a supplier in the invoicing module

Written by Jack
Updated over a week ago

Upload, review and submit an invoice

Steps explaining how to upload invoices, review, submit and assign to a purchase request.

Written by Jack
Updated over a week ago

Import supplier data

Follow the steps in this help article to import your supplier data.

Written by Jack
Updated over a week ago

Email an invoice to ExpenseIn

Understanding how to email a supplier invoice to ExpenseIn.

Written by Jack
Updated over a week ago

Accepting a purchase request

How to accept an approved purchase request from the Finance area.

Written by Jack
Updated over a week ago

Export and complete approved invoices

How to mark approved invoices as complete while exporting them from the Approved section in the Finance area.

Written by Jack
Updated over a week ago

Edit a completed invoice

Understanding how to make changes to a completed invoice.

Written by Jack
Updated over a week ago

Completing approved invoices

How to mark approved expenses as completed.

Written by Jack
Updated over a week ago

Export purchase requests

Understanding how to export accepted or closed purchase requests from the Finance area.

Written by Jack
Updated over a week ago