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Finance Settings

Invoicing​

Items

Click on "New item," complete the form, and then save.

Invoicing Items Settings

Invoice Due Date

Configure the due date, add other languages if necessary, and then save.

Invoice Due Date Configuration

Expenses​

Purchase Order Requirements

Click on "Add a requirement," fill in the form, and then save.

PO Requirements Settings

Reasons

Click on "Add a reason," complete the form, and then save.

Expense Reasons Settings

Budget​

  • Budget Types: create a new type and save.
Budget Types
  • Budget Line Items: create a new line item and save.
Budget Line Items
  • Activity Types: create and save.
Activity Types
  • Activities: create an activity and save.
Activities Settings