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Managing expenses in Invoices ​

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 ​

If one invoice has more than one item you can add them by adding details to an invoice. To do so follow these steps:

  1. Open the Invoices app in your RevasOS environment;
  2. Select the invoice you want to add details to from the All documents view in the Expenses section;
  3. Click on Add detail;
  4. Add a description, quantity and price. You can also add a budget line;
  5. 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 ​

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 ​

If you wish to delete an invoice you can do so by following these steps:

  1. Open the invoices editor by clicking on the invoice you want to delete;
  2. Click on See advanced options;
  3. Click on Delete invoice;