Header: payee, payment date, paid-from account, reference, currency and the total, with a Published / Draft tag. Tabs: Overview (lines and description), Journal Entries and Approvals. Attachments and the lifecycle timeline sit alongside.
7.5The expense page
Chapter 7 · Expenses·1 min read
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7.4The Expenses listExpenses → All Expenses — tabs All · Drafts · Published; columns for date, payee, paid-from account, category, total and status; filters for paid-from…Expenses7.2Recording an expenseExpenses → All Expenses → New expense (or + Create → New expense). Optional — Scan receipt to prefill. Upload a photo or PDF of the receipt. LedgersLab…Expenses7.6Expense reportsReports in the rail opens the Expense details report — every expense line for a period, filterable by account, payee and status, and exportable (Chapter 19).Expenses5.2The sales document lifecycle at a glanceDocument Statuses Posts to the ledger when… Estimate Draft → Sent → Approved / Rejected / Expired → Converted Never — a quote has no accounting impact.…Sales