Workflows
Adding an Expense
Adding an Income
Adding a Quote
Adding an Invoice

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Case Study 1
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Case Study 3

Expenses

Adding an expense
If the expense is from a supplier which has not previously been added you must first add the supplier account in the same way as you add a customer. See adding a customer Once the account is added, it must be marked as a supplier from the admin/suppliers page You can then proceed to add the expense An expense can be added from the overview screen
Add supplier, expense category, date, description and upload file

Archiving an expense
An expense is archive from the expenses page in company finance by clicking “archive”
When an expense is archived, it will no longer display on any pages

Expenses List
A full list of all expenses can be seen by cliking on "Expenses List" form the company finance section For help adding or modifying expense categories (see Expenses Categories page

Recording a refunding for an expense
See Expense Refund page