Find records
Use the search box and date range, or click Filter to narrow by status, branch, project, department, employee, team, contact or transaction type. Use Edit columns to show or hide columns.
Row actions
Click ⋮ on a bill row for Open, Edit, Duplicate, Manage items, Manage payments, Convert to recurring and Void. Expenses offer Edit, Duplicate, Manage items and Void.
Create with Adam or import
Ask Adam: type a description or click Attach file to upload invoices and receipts, then click Submit.
Import Excel: download the XLSX template, fill it in, upload it (CSV, XLS or XLSX, up to 500 rows and 20 MB), then click Analyze.
Void a bill
Voiding reverses the bill in your books but keeps the original for your records.
Choose Void from the row menu or Actions.
Set the Date and an optional Reason.
Click Void.
Export
Click Export to download the list as a spreadsheet.