Invoicing

Getting started with invoice approval

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

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Invoice and purchase request history

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

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Adding and submitting purchase requests

How to create a purchase request and submit for approval.

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Deleting your purchase requests

Follow this article to delete your purchase requests.

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Understanding invoicing approval flows

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

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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.

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View invoices awaiting approval

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

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Approving purchase requests

How to approve a purchase request.

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Approving invoices

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

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Invoices export history

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

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Edit approved purchase requests

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

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Rejected Invoices

Managing rejected invoices in the Finance area.

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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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Downloading Purchase Request PDFs

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

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Add a supplier

How to add a supplier in the invoicing module

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Search Purchase Requests

How to search for all purchase requests and export them.

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Search Invoices

How to search for all invoices and export them.

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Deleting invoices

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

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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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Import supplier data

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

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Accepting purchase requests

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

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Email an invoice to ExpenseIn

Understanding how to email a supplier invoice to ExpenseIn.

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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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Edit a completed invoice

Understanding how to make changes to a completed invoice.

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Edit approved invoices

How to edit your approved invoices.

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Export accepted and closed purchase requests

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

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