Purchases
- How do I submit an expense claim for multiple purchases?
- How do Business Card Purchases work?
- Can I duplicate or copy details from a previous direct debit or standing order?
- How do I update a transaction / move it to a different category?
- How to process a supplier refund or credit note?
- How do I record direct debits and standing orders?
- How to handle a transaction where a supplier is also a customer
- Can I enter a purchase made in other currencies?
- Can I edit / delete a purchase that has been submitted?
- How to handle an expense overpayment and/or expense repayment?
- Entering a purchase with a zero budget line
- Enable or disable gifts of money
- How to manage recurring gifts of money
- How do I find a purchase that isn't showing on my purchase screen?
- What is a gift of money?
- Purchasing and card holder policies
- Expense Claim Declarations
- What about a pre-approval process?
- Will I get notified when my expenses are paid?
- How do I add or change mileage rates?