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In this section you can see all the entries of the clients of the accounting office concerning their expenses and purchases.

The customer, from his profile, has the ability to upload all types of expenses and costs such as purchase receipts, bills, rents, etc.

You can also create new entries, which will also appear in your customer's respective interface.

To create a file:

• Go to the "Pricing" section
• Select "File"
• Press "Create"
• Fill in the details
• Finally, select "Create" or "Save and add new" in case you want to add more documents

You can edit or add to these documents accordingly:

• Document title
• Tax period
• Comments
• Add file
• Administrator comments

Upon completion of your document you have the option to send a notification or file via email to your customer.

To send a file via email follow the steps below:

• Open "Action Selection"
• Select "Send files via email"
• Press ▷ 
• Fill in:

1. The email you want the file sent to
2. Email subject
3. Message for the recipient

• Finally press "Execute action"

To send notifications via email follow the steps below:

• Open "Action Selection"
• Select "Send notifications via email"
• Press ▷ 
• Fill in:

1. Email subject
2. Message for the recipient

• Finally press "Execute action"