In the section of Expenses in Holded, you can register expenses that are entered as new purchases, either through purchase invoices, purchase receipts or purchase refunds.
What can you do in Expenses?
Organize and sort via Inbox
The Inbox feature is found within Expenses. With it, you can organize and sort all the files you receive from an external source, such as expense reports from your employees or quotes sent by email from one of your suppliers. Furthermore, you can later add them to your financial records in Holded.
Learn more about Inbox here
Create expense documents
Check out the articles below to learn more about how to create these documents in Holded.
Account for payment on purchases
If you have already paid your invoices and want to mark them as paid, you will need to account for the payment.
Learn how here
Manage your expenses list
From the Expenses section, you can consult all the list of purchase invoices, purchase receipts, and purchase refunds that have been generated. From this list, you can perform a series of actions to edit and filter your documents.
Learn here how to manage the expenses list
Import
Check out the articles below to learn more about how to import these documents into Holded.
Convert
Holded allows you to manage the conversion of various types of documents. Check out the articles listed below to learn more.
Download and print
Learn here how to download and print your expense documents
Discover here additional actions you can take with your purchase invoices. We also recommend that you take a look at the Expenses section of our Academy to access all available resources.