Overview

Search & Filter
Invoices in the inbox and archive can be searched and filtered (1).

As always, in the work list (in this case, the "Inbox"), the filter can be accessed via "F" or the icon at the top right – in the archive, however, the filter is displayed by default and can be easily expanded for further options. With the keyboard shortcut "Q", you can filter all your expenditures.

Export
The filtered incoming invoices can be exported as Excel files from the top right (2) – or the receipts can be downloaded as a PDF batch.
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All incoming invoices are listed under the respective supplier and grouped by year.

The quickest way to find the desired expenditure or supplier is through the global search (magnifying glass at the top right or keyboard shortcut "/").

After activation in the settings, an additional "Budgets" page will appear under "Expenditures". Here, you can monitor the budgets you have previously recorded. Assign all expenditures (incoming invoices, personal expenses, fixed costs) to the budgets. If you have activated "Planned Expenditures", you can also assign them to the budgets for forecasting purposes.

When should I use budgets and when categories?
Budgets consolidate all types of expenditures (incoming invoices, personal expenses, fixed costs) and provide an easily manageable overall view. This allows, for example, the mapping of cost centers.
Categories can only be assigned at the item level for incoming invoices and personal expenses and are particularly helpful for accounting preparation.
Learn more about categories

Use budgets with an amount of 0 if you only want to see the total – for example, "Room Rent".

Filter expenditures that are not assigned to any budget

In the expenditures section, you can use the smart filter "Without Budget" to call up all expenditures that have not yet been assigned to a budget.
Alternatively, the filter also offers "Without Budget". This way, you can retrospectively assign expenditures in the archive if needed.

Expenditures > Report

The report displays recorded and planned expenditures (including fixed costs), recorded and planned payments, as well as expenditures by supplier and by expense account/category (if activated). To analyze by annual budgets/cost centers, activate the budget function.

The financial report "Overview" shows all net income and expenditures, breaking them down in detail.
More on the financial overview

Reports > Finance > Cash Flow

The cash flow report compares gross payment amounts for expenditures with invoices, thus illustrating liquidity.
More on cash flow