Expenses Printouts

Creating a new Printable for Expenses

  1. Click on “Templates” from the main menu.
  2. Click on “Printable Templates”.
  3. Click on the “Expenses” card.
  4. Click on the “Add Template” button.
  5. Start designing the template using formatting tools and placeholder elements such as (expense amount, expense date, treasury, spelled amount; etc.).
  6. Click on the “Preview” button to review the template’s appearance.
  7. Click on the “Save” button.

Displaying the Pintables in the Expense screen

  1. Click on “Finance” from the main menu.
  2. Click on “Expenses”.
  3. Click on the desired expense voucher to view it.
  4. Click on the “Voucher” button.
  5. Select the desired template from the dropdown list.
  6. The system will display the printout of the expense voucher with a set of actions:
    • Print: Print the expense voucher directly.
    • PDF: Download a copy of the expense voucher in PDF format.
    • Send Email: Send the expense voucher via email.