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.
You can learn more about invoices in this article
What can you do in Expenses?
Organize and classify your files in Expenses via Inbox
Inbox is a feature inside the Expenses application where you can organize and classify all the files that you receive from an external source, such as expense tickets from your employee or a quote sent by email by one of your providers, to then add them to your financial records in Holded.
Learn here more about Inbox
Register or create a new purchase
You can use the creation panel available in the platform to create or register new purchases.
Learn here how to register a new purchase in Holded
Credit out a purchase invoice
There may exist several reasons why you need to credit out a purchase invoice. Either because it is not going to be paid, due to a change in the due amount, or because you have requested a refund.
Read here to find out more about how to credit out a purchase invoice
Account for the payment of a purchase
If you have already paid your invoices and you want to account for the payment, you can do so from Holded.
Learn here how to account for the payment of a purchase
Manage your list of invoices
From Expenses you can check all the list of purchase invoices, purchase receipts, along with purchase refunds that have been generated over time. From this list you can execute several actions to edit and filter your documents.
Learn here how to manage your list of purchase invoices
Generate purchase refunds
A purchase refund is a type of invoice that details some correction in the original invoice or adds some data that is necessary. It is used to rectify different errors in the original invoice or indicate merchandise returns.
Learn here how to create a purchase refund
Learn here more about aditional actions for your purchase invoices