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Purchases

  • 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
  • What about a pre-approval process?
  • Will I get notified when my expenses are paid?
  • How do I add or change mileage rates?
  • The category I need isn't in the drop-down list
  • The purchase type required isn't in the available options
  • Can I update my bank details?
  • Can I submit purchases on behalf of other people?
  • Can I analyse or review supplier activity?
  • Can I merge duplicate suppliers or payees?
  • Can I delete a supplier or payee?
  • Can I split a purchase between multiple expenditure categories?
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Categories

  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
  • Petty Cash
  • Adjustments
  • Payroll Upload
  • Investments
  • Loans
  • Fixed Assets
  • VAT
  • Finance Reports
  • Year End Accounts
  • Manage Donors
  • LoveGiving
  • ChurchSuite Export
  • Gift Aid
  • Donations Reports
  • Expenditure Reports
  • Task Management
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