ExpenseIn

ExpenseIn captures the history of your invoices and purchase requests so you can view a timeline of their activity.

Invoice and purchase request history

Jack

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

Invoicing

How to create a purchase request and submit for approval.

Adding and submitting purchase requests

Follow this article to delete your purchase requests.

Deleting your purchase requests

My Purchases

Upload your invoices and credit notes and submit from the My Invoices area.

Upload and submit an invoice

How to view your submitted invoices that are awaiting approval within the My Invoices area.

Viewing invoices awaiting approval

How to view your approved invoices within the My Invoices area.

Viewing approved invoices

My Invoices

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

Getting started with invoice approval

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

Understanding invoicing approval flows

You can check to see if there are any purchase requests that are still with an approver from the finance area.

View purchase requests awaiting approval

Approving purchase requests

You can check to see if there are any invoices that are still with an approver from the finance area.

View invoices awaiting approval

How to approve an invoice awaiting approval from the Approval area.

Approving invoices

Approval

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

Upload, review and submit an invoice

Understanding how to email a supplier invoice to ExpenseIn.

Email an invoice to ExpenseIn

Follow this article to delete invoices at various stages of the invoices workflow from the Finance area.

Deleting invoices

Managing rejected invoices in the Finance area.

Rejected invoices

Edit approved invoices

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

Export and complete approved invoices

Understanding how to make changes to a completed invoice.

Edit a completed invoice

How to search for all invoices and export them.

Search Invoices

How to access invoice data that has been previously exported from Invoices

Invoices export history

Finance - Invoices

How to edit your approved purchase requests in the Finance area.

Edit approved purchase requests

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

Accepting purchase requests

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

Export accepted and closed purchase requests

Follow the steps in this article to remove purchase requests from the Finance area so users can delete them.

Removing purchase requests from Finance

Download Accepted Purchase Request PDFs from the Finance section within the Invoicing module.

Downloading purchase request PDFs

How to search for all purchase requests and export them.

Search purchase requests

Finance - Purchase Requests

How to add a supplier in the invoicing module.

Add a supplier

How to edit a supplier in the invoicing module.

Edit a supplier

How to delete a supplier in the invoicing module.

Delete a supplier

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

Import supplier data

Finance - Suppliers

Sign In

Get started

Mobile app video

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you