Learn how to carry out the five most basic actions to manage your purchases. These steps are common for all your expense documents: tickets , proformas and corrective purchases.
1. Edit a purchase
From the listing , open the three-dot (⋮) menu to the right of the purchase
Click Edit
Modifies the necessary data
Save changes
2. Duplicate a purchase
From the listing , open the three-dot (⋮) menu to the right of the purchase
Click Duplicate
Make changes if necessary
Save the new invoice
The duplicate invoice will have a new internal numbering.
3. Delete a purchase
From the listing , open the three-dot (⋮) menu to the right of the purchase
Click Remove
Confirm the action
Deleted documents will be stored in Settings > More > Trash for a maximum of 10-30 days depending on your plan.
4. Convert a purchase to other documents
From the listing , select your purchase and access its detailed view
Click the Convert button
Select the option you need between rectifying purchase or recurring purchase
5. Export your shopping list
Click on the download icon at the top right of your screen
Select the export option that suits you best
