Invoicing

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

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26 articles in this collection
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Finance

Invoices export history

How to access invoice data that has been previously exported from Invoices
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Written by Jack
Updated over a week ago

Edit approved purchase requests

How to edit your approved purchase requests in the Finance area.
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Written by Jack
Updated over a week ago

Rejected Invoices

Managing rejected invoices in the Finance area.
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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.
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Written by Jack
Updated over a week ago

Downloading Purchase Request PDFs

Download Accepted Purchase Request PDFs from the Finance section within the Invoicing module.
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Written by Jack
Updated today

Add a supplier

How to add a supplier in the invoicing module
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Written by Jack
Updated over a week ago

Search Purchase Requests

How to search for all purchase requests and export them.
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Written by Jack
Updated this week

Search Invoices

How to search for all invoices and export them.
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Written by Jack
Updated this week

Deleting invoices

Follow this article to delete invoices at various stages of the invoices' workflow from the Finance area.
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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.
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Written by Jack
Updated over a week ago

Import supplier data

Follow the steps in this help article to import your supplier data.
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Written by Jack
Updated over a week ago

Accepting purchase requests

How to accept an approved purchase request from the Finance area.
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Written by Jack
Updated over a week ago

Email an invoice to ExpenseIn

Understanding how to email a supplier invoice to ExpenseIn.
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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.
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Written by Jack
Updated over a week ago

Edit a completed invoice

Understanding how to make changes to a completed invoice.
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Written by Jack
Updated over a week ago

Edit approved invoices

How to edit your approved invoices.
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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.
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Written by Jack
Updated over a week ago