Accounting
Record a bill or paid expense
Save an expense document with the correct party, dates and amounts.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/accounting
1. Start an expense
In Eva books open Expenses and New bill. Choose Document type, including Paid expense when appropriate.
Expected result: The expense-document editor displays the chosen type.
Confirm it worked: Use the type matching the real payment state.
2. Enter party and dates
Fill Party name, document dates and Reference. Select the relevant party role if creating a party record.
Expected result: The expense identifies the correct counterparty and period.
Confirm it worked: Avoid duplicate party records and check the supplier name.
3. Enter expense lines
Fill description, unit price, quantity and tax fields for the purchase.
Expected result: The document shows the calculated expense total.
Confirm it worked: Compare against the supplier record/receipt before saving.
4. Save and issue
Save the draft, review it, then use the type’s issue control, such as Issue expense.
Expected result: The document appears with its issued status and reference.
Confirm it worked: Reload Expenses and verify the intended party, amount and status.
Troubleshooting and alternatives
Bill and paid-expense types represent different payment states. Do not mark a purchase paid just to clear an outstanding balance.
Receipt/OCR proposals must be reviewed before applying any accounting write; do not infer final saved books from a proposed extraction.