{"id":15963,"date":"2024-04-01T10:46:22","date_gmt":"2024-04-01T10:46:22","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b5%d8%af%d8%a7%d8%b1-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%88%d9%81%d8%a7%d8%aa-%d9%88%d8%b3%d9%86%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d9%82%d8%a8%d8%b6-%d9%83%d9%85%d8%b3%d9%88%d8%af%d8%a9-%d9%88\/"},"modified":"2026-01-15T13:12:11","modified_gmt":"2026-01-15T13:12:11","slug":"issuing-expenses-and-income-as-drafts-and-their-properties","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/issuing-expenses-and-income-as-drafts-and-their-properties\/","title":{"rendered":"Issuing Expenses and Income as Drafts and Their Properties"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1713341572076{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1711962265885\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701688217504\">\n<div class=\"wpb_wrapper\">\n<p>You may need to postpone confirming the income\/expense you created, or you may want it to be approved after a certain time or when performing certain procedures, or you may not want to register it permanently and have it appear in the entries, financial statements, and reports until ensuring the completion of the associated process. This is where you can use draft-type vouchers for this purpose.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add an Expense or Income as a Draft&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713338979327{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1744637707179{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701688351666\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">In the same way, you issue regular expense\/income vouchers, go to &#8220;<strong>Expenses<\/strong>&#8221; or &#8220;<strong>Income<\/strong>&#8221; under &#8220;<strong>Finance<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\">Then click on &#8220;<strong>New Expense<\/strong>&#8221; or &#8220;<strong>New Income<\/strong>&#8221; and enter the required data.<\/p>\n<p style=\"text-align: left;\">Then click on the &#8220;<strong>Save as Draft<\/strong>&#8221; button instead of saving it permanently.<\/p>\n<\/div>\n<\/div>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701688833313\">\n<div class=\"wpb_wrapper\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33418 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ihef.png\" alt=\"\" width=\"1248\" height=\"386\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ihef.png 1248w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ihef-300x93.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ihef-1024x317.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ihef-768x238.png 768w\" sizes=\"auto, (max-width: 1248px) 100vw, 1248px\" \/><\/p>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Properties of Draft-Type Expenses or Income&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713339887767{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1744638112969{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<section class=\"wpb-content-wrapper\">\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701689173286\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">When reviewing the list of income\/expenses or one of your drafts, you notice their distinction from regular invoices by the following properties:<\/p>\n<ul>\n<li>Their serial number differs from the serial number of regular vouchers and shows the word &#8220;<strong>draft<\/strong>&#8220;. They are considered primary documents rather than complete invoices.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33421 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/klcd.png\" alt=\"\" width=\"1024\" height=\"462\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/klcd.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/klcd-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/klcd-768x347.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>It does not affect the entries or the accounts of clients or suppliers, and its status is marked as &#8220;<strong>Not Submitted<\/strong>.&#8221;<\/li>\n<li>Converting the draft into an issued document is facilitated by opening it and clicking the &#8220;<strong>Issue Income\/Expense Voucher<\/strong>&#8221; button.<\/li>\n<\/ul>\n<p><span data-sider-select-id=\"0fd2ef9e-7778-4d66-8d20-4460d5202627\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/hvgju.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33423 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/bf.png\" alt=\"\" width=\"1024\" height=\"389\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/bf.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/bf-300x114.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/bf-768x292.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701689173286\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">You can also convert the issued voucher back into a draft by pressing the &#8220;<strong>Mark as<\/strong> <strong>Draft<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ertk.png\"><span data-sider-select-id=\"0fd2ef9e-7778-4d66-8d20-4460d5202627\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33425 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/jfv.png\" alt=\"\" width=\"768\" height=\"288\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/jfv.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/jfv-300x113.png 300w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/span><\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<ul>\n<li>When performing any action on a draft-type voucher, such as adding or deleting it, it is easy to identify it through the serial number, which is different from the serial number of issued vouchers.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33427 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ljd.png\" alt=\"\" width=\"1366\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ljd.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ljd-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ljd-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/ljd-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/article>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2118,2119,2121],"tags":[4452,5317],"class_list":["post-15963","user_manual","type-user_manual","status-publish","hentry","category-finance","category-expenses","category-incomes","tag-expenses","tag-income"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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