Managing expenses in Invoices β
After opening the Invoices app in RevasOS you will be met with a quick view of all the expenses you have registered in RevasOS. To register expenses in RevasOS please read the add a new expense quick guide.
Adding details to expenses invoices β
If one invoice has more than one item you can add them by adding details to an invoice. To do so follow these steps:
- Open the Invoices app in your RevasOS environment;
- Select the invoice you want to add details to from the All documents view in the Expenses section;
- Click on Add detail;
- Add a description, quantity and price. You can also add a budget line;
- Click Save; If you need to add more than one detail simply repeat steps 3 and 4 for all the details.
Tip:
Different details in the same invoice can fall into different budget lines.
Filtering invoices β
The Invoices app offers you two main views of your invoices:
- the All documnents view shows you all the invoices categorized in a year/month system. This view only shows the invoice's total sum and not the single items listing;
- the Expenses details view shows you the invoices divided into items still categorized in a year/month system This view also allows you to filter invoices based on whether they have been accounted for in a budget line or not simply by toggling between the All and Accounted categories on the top right corner of the view.
Tip:
If you are loking for a specific invoice you can also use the seach box on top of the page to qiuckly access it.
Deleting invoices β
If you wish to delete an invoice you can do so by following these steps:
- Open the invoices editor by clicking on the invoice you want to delete;
- Click on See advanced options;
- Click on Delete invoice;