FAQ: How do I archive my expenses?

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;

1. Horses
2. Owner
3. Stable -> Archive automatically !!

Archive expenses/earnings

1. Can be archived via the archive button next to the expense on the right > save
2. 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