Expenses
Record, approve, pay, and configure Expenses.
- Expenses list, categories, filters, and templatesExpenses search, filtering, summaries, and convenient work views.
- Creating and editing an ExpenseKey fields, detailed lines, VAT, links, and amount verification.
- Expenses card, statuses, and actionsCard information, tabs, statuses, and action menu.
- Expense approval and assigneesResponsibilities, approval process, and editing limits.
- Payment statusPayment allocation, balance, and financial status.
- Expenses links to Invoices and projectsContacts, financial documents, projects, and budget.
- Recurring entries: copying and deletingDuplication, secure copying, and deletion control.
- Expenses files, PDF and ExcelAttachments, notes, history, and document export.
- Expenses settings, categories, and permissionsCategories, field behavior, roles, and visibility.