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

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

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 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.

Viewing approved invoices

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

Recall an invoice 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 awaiting approval (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 awaiting approval (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 so users can delete them.

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

Sign In

Get started

Mobile app video

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.