Additional Finance Features

Expense Codes and EBIS-Codes (only for selected cumstomers)

You can categorise and monitor your expenses with Expense Codes and EBIS-Codes. Expense codes help to make expenses transparent and comprehensible.

📌

You’re on the Manage Finance page.

  1. Click Expense Codes or EBIS-Codes.

The Expense Tab or the EBIS-Codes will open.

🗒️ Additional Information

Adding Expense Codes
📌

You’re on the Manage Finance page.

You’re in the Expense Code tab.

  1. Click Add.

    1. The editor will open.

  2. Fill out all relevant fields.

  3. Click Save.

The expense code has been created.

Required Fields

The Save button will become active once all required fields have been filled out. Required fields are marked with a * and will turn red when not filled out.

Editing Expense Codes
📌

You’re on the Manage Finance page.

You’re in the Expense Codes tab.

The expense code has been created.

  1. Select the expense code you want to edit.

    1. The editor will open.

  2. Make your edits.

  3. Click Save.

The expense code has been edited.

Adding EBIS-Codes
📌

You’re on the Manage Finance page.

You’re in the EBIS-Code tab.

  1. Click Add.

    1. The editor will open.

  2. Fill out all relevant fields.

  3. Click Save.

The EBIS-code has been created.

Required Fields

The Save button will become active once all required fields have been filled out. Required fields are marked with a * and will turn red when not filled out.

Editing EBIS-Codes
📌

You’re on the Manage Finance page.

You’re in the EBIS-Codes tab.

The EBIS-code has been created.

  1. Select the EBIS-code you want to edit.

    1. The editor will open.

  2. Make your edits.

  3. Click Save.

The EBIS-code has been edited.