In equicty you can archive expenses and earnings in different ways. Archiving of expenses and earnings means that you wish to archive these expenses on behalf of the stable.
OPTION 1: Archive expenses via the dashboard
- Go to module Dashboard
- Click right on the
- Select expenses
OPTION 2: Archive expenses via the billing module > tab expenses
- Go to module billing
- Tab expenses
- Click right on the
OPTION 3: Archive expenses via "open costs" per owner
- Navigate to the Billing module
- Go to the Invoices tab
- In the above table you will find an overview of open costs per owner
- Click on the shopping cart in column Open costs
- A window appears with all open expenses and earnings
ARCHIVE EXPENSES & EARNIGS:
According to the 3 options at the top, the principle of archiving is identical!
A window appears where you can book expenses and Earnings on subsequent selections;
- Horses
- Owner
- Stable -> Archive automatically !!
Archive expenses/earnings
- Can be archived via the archive button next to the expense on the right > save
- In group, select multiple expenses via the check mark [] and then click at the bottom on the "archive" button
Automatically these expenses will disappear from the open costs