Introduction
The Expense Management section allows you to manage all your expenses. It is divided into 3 sections:
Suppliers Module
The Suppliers module allows you to store the information of all your suppliers. You have the possibility to import a list of your suppliers or to add them one by one in the module. The information recorded in this module facilitates the monitoring of the collection of your suppliers via the Chedar rendering, which offers you the possibility to indicate a supplier for each cost line.
- Access Suppliers
- Add a Company
- Add an Individual
- Import Suppliers
- Add Internal TJM
- View Supplier Invoices
- View Supplier Card
- Edit a supplier
- Delete a supplier
- Archive a supplier
Purchases & POs Module
The Purchases & POs module gives you an overview of your project expenses and overheads. The payment status of invoices is visible in the module, which allows you to track all your transactions. In addition, this module displays the history of all your suppliers' purchase orders.
- Access Purchases Table
- Add Purchase Line
- Purchases Table Parameters
- Add Purchase Orders
- Delete purchase line
- Export Purchases Table
- Filter Purchases
Supplier Invoices Module
Finally, the Supplier Invoices module allows you to manage the purchase invoices of your projects and your overheads. This module offers you the possibility of processing your supplier invoices in different stages:
Inbox: You can receive invoices directly in this box either you add the invoice or you send it by e-mail.
Review: this step gives you the option of a second validation, if desired, for better control of payments.
Export invoices: Invoices can be exported in different formats in this step, according to your needs. Similarly, Chedar offers you a view according to the status of the invoices.
Delete invoice: You have the possibility to delete an invoice if necessary.