In equicty you can enter expenses in various ways.


OPTION 1: Entering expenses via the dashboard

  1. Go to module Dashboard
  2. click right on the
  3.  Select expenses



OPTION 2: Enter expenses via the invoicing module tab expenses

  1. Go to module billing
  2. Tab expenses
  3. click right on the


OPTION 3: Enter expenses via the sport module

(competition expenses)

 read next article HowTo: Add competition expenses and prizes


OPTION 4: Enter expenses via "open costs" per owner


Attention, adding expenses and earnings will NOT be SPLIT over multiple owners!


  • Navigate to the Billing module
  • Go to the Invoices tab
  • In the table above you will find an overview of open costs per owner
  • Click on the shopping cart in column Open costs
  • A window appears with all open expenses and earnings


ADD EXPENSES & EARNINGS:

According to the 4 options above, the principle of adding is identical!


A window appears where you can book expenses and earnings on subsequent selections;


  1. Horses
  2. Owner
  3. Stable --> Archive


Add expenses

  1. Add a description in the expenses field name or select an existing product from the products list.
  2. Link a horse to this expense
  3. Add the price of the expense
  4. Determine the number (default number is set at 1)
  5. Select the correct currency (currency is standard on the currency configured in the settings > My Stable > Stable details)
  6. Select the correct VAT rate (in the case of product selection the VAT rate will automatically be added)


Add earnings

  1. Add a description in the earnings field name or select an existing product from the products list.
  2. Link a horse to this earning
  3. Add the price of the earning
  4. Determine the tax percentage (%)
  5. Select the correct currency (currency is standard on the currency configured in the settings > My Stable > Stable details)
  6. Select the correct VAT rate (in the case of product selection the VAT rate will automatically be added)


Save



When adding expenses you have other options

  • At the archieve button activation, the expenses will be on account of the Stable.
  • You can include additional information about the expense with the information. Place, date and invoice information
  • With the function you can take a photo of the cost invoice on which the expense is based via the mobile app.