Expenses files, PDF and Excel

Open the Expenses card and select Files when you want to add a receipt or other supporting document for supplier Invoice. Give the file a clear name and description. Also, enter the number for supplier Invoices into the designated Expenses field so it can be found and filtered.

Write internal explanations in the Notes section. This keeps the document separate from team comments. You can view recorded events for the entry in the Action History.

When a PDF or Excel action is available in the menu, check the organization, supplier, category, date, currency, VAT, line items, and final amount before exporting the file. Excel is convenient for further data processing, while PDF provides a fixed document view.

If information is missing from the export, first check the Expenses card itself and the field visibility settings. If you do not see the export action, contact the administrator regarding your permissions role.

Related articles

• Recurring entries: copying and deleting
• Expenses settings, categories, and permissions