Cash
- Headline figures
- Due dates
- Chase now
- Pay next
- Unpaid, in and out
TEMPLATE · FINANCE
Invoices and expenses template
What customers owe you and what you owe suppliers, by due date, with the team's expenses waiting for approval. Add it to your workspace and it starts with your own data.
Invoices and expensesExample data
| Number | Status | Amount | Owner |
|---|---|---|---|
| INV-2041 | Sent | 18,500 | Grace Achieng |
| INV-2036 | Sent | 6,200 | Grace Achieng |
| INV-2039 | Sent | 9,250 | Grace Achieng |
| INV-2043 | Draft | 14,800 | Grace Achieng |
| INV-2030 | Paid | 27,500 | Grace Achieng |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
Invoices
- Table of invoices
- Collected by month
- Paid out by month
Expenses
- Approvals
- Submit an expense
- Spend by category, last 30 days
- Table of expenses
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Sales and purchase invoices from Tally
Every sales and purchase invoice in the books, with what is still owed.
Bills emailed to you
Supplier invoices that arrive by email, with the file attached.
Invoices you sent by email
Invoices sent to customers from your mailbox, and whether they have paid.
Receipts emailed to you
Receipts the team forwards or receives, as expenses to approve.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Money owed to us
$42,150Owed to us
$15,450Overdue
$8,200Due in 14 days
Bills to pay
$8,670To pay
$2,150Overdue
$4,860Due in 7 days
Team expenses
$790.59Spent, 30 days
4Waiting for approval
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Customer orders to get out of the door, purchase orders to chase, and the suppliers behind them.
See the templateContracts
Every contract with its signed copy, its key terms and the dates to act on before it renews.
See the templateStart from the Invoices and expenses template
Add it to your workspace, choose where its data comes from, and your team can work in it today.