CREATE NEW

1. Go to the Financials tab in Admin: https://app.arcanary.com/financials

2. Add new

3. Project Information

   1. make sure the project has and ADMIN FOLDER (by looking at the ID)

   2. make sure that if allocated to a stakeholder, there is an ID

4. Invoice Information

5. Payment Information

   1. remember to add comments on the status about when was paid, if is allocated....

6. Drag a copy of the expense into the invoice form for easy access

7. Save

8. Open the folder that has been automatically created (if relevant) and drag another copy there

9. Forward the invoice to hubdoc.94f7@app.hubdoc.com and add: Project | Cost Type | Payment status

EDIT PROJECT EXPENSE

coming soon