How to view reports and invoices in calendar mode?
On Expensya, you can view your invoices in calendar mode which gives you a zoomed-out view of the notes posted in a month.
This feauture is activated by the administrator of the company from the "Administration" tab, under "Company settings" menu, the "Validation" panel.
To view a Report in calendar mode:
- Access a Report,
- Choose the calendar view,
You will be able to see your invoices in calendar view,
You can have this vision from the "Invoices" tab.
If you click on any invoice in calendar mode, the invoice form will open, allowing you to make changes.
- For the Manager:
- Click on the "Manager" tab,
- Go to the report and click on the button which allows you to see the invoices in calendar mode.
- For the Administrator:
- Click on the "Admin" tab, under "Reports" menu,
- Go to the report and click on the button which allows you to see the invoices in calendar mode.
If you click on any invoice in calendar mode, the invoice form will open, allowing you to make changes.
- For the accountant:
- Click on the "Accountant" tab,
- Go to the report and click on the button which allows you to see the invoices in calendar mode.
