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Invoicing
Find help regarding ExpenseIn's invoice approval and purchase request module.
24 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
Invoice and purchase request history
ExpenseIn captures the history of your invoices and purchase requests so you can view a timeline of their activity.
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
Deleting your purchase requests
Follow this article to delete your purchase requests.
Written by
Jack
Updated over a week ago
Approval
Understanding invoicing approval flows
Explore how the invoicing module handles multiple approval flows and approval hierarchy.
Written by
Jack
Updated over a week ago
View purchase requests awaiting approval
You can check to see if there are any purchase requests that are still with an approver from the finance area.
Written by
Jack
Updated over a week ago
View invoices awaiting approval
You can check to see if there are any invoices that are still with an approver from the finance area.
Written by
Jack
Updated over a week ago
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 awaiting approval from the Finance area.
Written by
Jack
Updated over a week ago
Finance
Invoices export history
How to access invoice data that has been previously exported from Invoices
Written by
Jack
Updated over a week ago
Edit approved purchase requests
How to edit your approved purchase requests in the Finance area.
Written by
Jack
Updated over a week ago
Rejected Invoices
Managing rejected invoices in the Finance area.
Written by
Jack
Updated over a week ago
Removing purchase requests from Finance
Follow the steps in this article to remove purchase requests from the Finance area so users can delete them.
Written by
Jack
Updated over a week ago
Add a supplier
How to add a supplier in the invoicing module
Written by
Jack
Updated over a week ago
Search Invoices
How to search for all invoices and export them.
Written by
Jack
Updated over a week ago
Deleting invoices
Follow this article to delete invoices at various stages of the invoices' workflow from the Finance area.
Written by
Jack
Updated over a week ago
Upload, review and submit an invoice
Steps explaining how to upload invoices or credit notes, review, submit and assign to a purchase request.
Written by
Jack
Updated this week
Import supplier data
Follow the steps in this help article to import your supplier data.
Written by
Jack
Updated over a week ago
Accepting purchase requests
How to accept an approved purchase request from the Finance area.
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
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
Edit approved invoices
How to edit your approved invoices.
Written by
Jack
Updated over a week ago
Export accepted and closed purchase requests
Understanding how to export accepted or closed purchase requests from the Finance area.
Written by
Jack
Updated over a week ago