Create expenses manually (= without a PDF document)

• Go to the Expenses view
• Click on the “+” button at the bottom left of the screen
• Select “Add expense manually…”
• Fill-in the fields
• Click on “Done” to save the modifications

Create expenses automatically = (from PDF document(s))

• Go to the Expenses view
• Click on the “+” button at the bottom left of the screen
• Select “Add expense from PDF…”
• Select the document(s)
• Expenses are automatically created (assuming you already configured the Models for these documents)

OR

• Go to the Expenses view
• Drop PDF documents in the view
• Expenses are automatically created (assuming you already configured the Models for these documents)

Modify an expense

• Go to the Expenses view
• Double-click on the expense to modify OR right-click on the expense and choose “Modify…”
• Change the desired values
• Press the Done button on the top-right of the popover window

Note: If the values have been filled automatically by Zacc from a document, you might need to deactivate the “Automatic mode” on that Expense to modify certain values.

Removing expense(s)

• Go to the expenses view
• Select and right-click on the expense(s) to remove
• Choose “Delete…”
• Press “OK” when asked if you are certain

OR

• Go to the expenses view
• Select the expense(s) to remove
• Press the Backspace key on your keyboard
• Press “OK” when asked if you are certain