Sort, edit, delete, and create invoice for expense

Sort, edit, delete, and create invoice for expense

Sort Expense 
Sort expense with Title, Amount, and Modified Date.
 

To sort expense on iOS: 

  1. Click the Settings Icon in the bottom-left corner of the homescreen.
  2. Go to the Expense module.
  3. In the top-right corner, click the three dots ... and click Sort By.

  1. Choose the option to sort from the given list: Title, Amount, or Modified date.
  2. Click Done.
 
Expenses will be listed based on the sort option.
 

To sort an expense on Android: 

  1. Click the Settings icon in the bottom-left corner of the homescreen.
  2. Go to the Expense module.
  3. In the top-right corner, click the three dots and click Sort.

  1. Choose the option to sort from the given list: Title, Amount, or Modified date.
  2. Click Done.
 
Expenses will be listed based on the sort option.
 
Edit Expense 

To edit an expense on iOS: 

  1. Open the expense that needs editing.
  2. Click Edit at the bottom.

  1. Edit the details and click Done.

To edit an expense on Android: 

  1. Open the expense that needs editing.
  2. Click the three dots in the top-right corner of the page.
  3. Click Edit.

  1. Edit the details and click Done.
 
Delete Expense 
An expense can be deleted in two ways on both iOS and Android devices.
 

To delete an expense on iOS: 

Swipe the expense to the left and click Trash.

or
Open an expense, and click Trash at the bottom-right corner of the page.

             

To delete an expense on Android: 

Press and hold the expense that needs to be deleted and click Trash at the top of the page.

or
Open an expense, click the three dots at the top-right corner of the page, and click Trash.

 
Create an invoice for an Expense 

To create an invoice for an expense on iOS: 

  1. Open the expense to be invoiced.
  2. Click Invoice at the bottom-left corner of the page and start creating an invoice.


To create an invoice for an expense on Android: 

  1. Open the expense to be invoiced.
  2. Click the three dots at the top-right corner of the page and click Create Invoice to start creating an invoice.

 

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