ExpenseIn

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

Getting started with invoice approval

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

Invoice and purchase request history

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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

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

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

View invoices awaiting approval

Approving purchase requests

Steps how to approve an invoice awaiting approval from the Finance area.

Approving invoices

Approval

How to add a supplier in the invoicing module

Add a supplier

Managing rejected invoices in the Finance area.

Rejected Invoices

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

Invoices export history

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

Edit approved 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

How to search for all purchase requests and export them.

Search Purchase Requests

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

Downloading Purchase Request PDFs

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

Upload, review and submit an invoice

How to search for all invoices and export them.

Search Invoices

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

Deleting invoices

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

Import supplier data

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

Accepting purchase requests

Understanding how to email a supplier invoice to ExpenseIn.

Email an invoice to ExpenseIn

How to mark approved invoices as complete 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

Edit approved invoices

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

Export accepted and closed purchase requests

Finance

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.