About the Expenses list

The Expenses list is a list of all invoices and credit notes you have entered from your vendors. On the list, you can see the total value, the amount outstanding, and the status of the invoice or credit note.

To view the expenses list, click Expenses. Optionally, click Expenses and then Vendor Bills, Vendor Credit Notes, or Quick Entries to see only that type of transaction on the list.

From the Expenses list, you can:

• Create a new bill or credit note.
• View details of an existing vendor bill or credit note – To do this, just click the relevant item.
• Change or void an existing vendor bill, credit note, or quick entry. Note: You cannot void bills or credit notes if they are marked as Paid or Part Paid. In these cases, you must unallocate the relevant transactions.
• Record a payment or credit note against a particular invoice.
• Get a quick view of which transactions have attachments.
• Search for specific items – You can search on the company name, the name of the contact or the reference. To do this, enter the information you want to search for in the Type to search box.
• Filter the list by date – To do this, change the from and to dates.
• Filter the list by payment status – To do this, click Filters and select a Status. You can choose from All, Unpaid, Paid, Part Paid, Void, or Draft.
• Use the action toolbar to manage items; including deleting or copying an invoice or credit note.