Check out this article to learn more about Expenses
Holded offers additional actions, so you can check and manage your expense data more efficiently.
Additional actions
Divide concepts or items by groups using headings
When creating a purchase invoice, you may need to include a title to divide the list of items into several groups or categories. With Holded you can easily group items under headings.
Learn how here
Convert a purchase invoice to a refund or recurring one
Check out this article to learn how to convert a purchase invoice into a recurring invoice or refund purchase.
Attach files
You can attach files to your purchase invoices to include with the PDF of the invoice.
Learn how here
Edit, duplicate, and export
Check out this article to find out how to edit, duplicate and export your purchase invoices.
Add notes
Include internal notes on your purchase invoices to keep better track of your expenses.
Learn how here
Check edit history
Check the date and time a purchase invoice was edited, as well as the user who made those changes.
Learn how here
You can always browse our Academy Expenses section to learn more about these and other topics.