Purchase Management

Centralise every business expense in YouInv for an accurate view of your cash position.

Adding an expense

1. In the main menu, click Purchases.
2. Click the New purchase button.
3. A window opens so you can import your receipt:
   • Drag and drop: drop your file (PDF, image, Excel) straight into the dedicated area.
   • Browse: pick the file from your computer.
4. Once the file has been analysed, you can complete the details:
   • Supplier
   • Date
   • Amount
   • Reference

Tracking expenses

Your purchase list shows you at a glance:

• The date of the expense
• The supplier
• The amount
• The status (Paid, To pay)
• Direct access to the receipt

Automatic import (Peppol)

If a supplier sends you an invoice over the Peppol network, it appears in your purchase list automatically, with nothing for you to do. That is the point of electronic invoicing.