USER GUIDE
User Guide
Other Financial Entries / Financial entries list
Financial entries list
Other expense/revenue list
Under the Documents > Other expense/revenue menu you'll find expenses and revenues that are not tied to an invoice — such as salaries, taxes, bank fees, loan repayments or rental costs.
List columns
•Direction — Revenue or Expense, shown with a color badge.
•Category — The financial entry category (e.g. Salary, Tax, Bank fee).
•Cost center — The assigned cost center.
•Job number — The assigned project / job number.
•Date — The entry date.
•Description — A short description of the entry.
•Partner — The related partner (if any).
•Gross amount — The total gross amount.
•Currency — The currency of the entry.
•Payment status — Shows whether the entry is paid, partially paid or unpaid.
Filters
Filters are available in 4 sections:
Direction and category
•Direction — Filter by Revenue or Expense.
•Category — Filter by financial entry category.
Status
•Payment status — Show paid, unpaid or partially paid entries.
•Currency — Filter by currency.
Classification
•Cost center — Filter by cost center.
•Job number — Filter by job number.
•Partner — Filter by assigned partner.
Date
•Date — Filter by entry date.
Sorting & Pagination
Click any column header to sort ascending or descending. The list is paginated — you can set the number of rows per page at the bottom.
