How to view reports and invoices in calendar mode?

Jihen Laribi Updated by Jihen Laribi

On Expensya, you can view your invoices in calendar mode. 

Calendar mode 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, you will see the invoice form that opens and you will be able 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 "Administration" 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, you will see the invoice form that opens and you can check the information and make changes if necessary.

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.

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