Create negative Expenses for Purchase Credit Notes - Archdesk

We’ve improved the handling of Purchase Credit Notes in Archdesk by introducing the ability to quickly create related negative expenses directly from the Credit Note preview.

What’s New?

When a Purchase Credit Note is approved and linked to a project, and no expenses have been created, a blue bar notification appears at the top of the Credit Note preview.
Clicking on this bar allows you to create an expense related to a Purchase Credit Note, similar to the current process for Purchase Invoices.
Expense details are pre-filled but can be adjusted as needed. By default, the description field includes the reference to the Purchase Credit Note.

Additionally:

For Purchase Invoices, we’ve updated the default description of expenses. Instead of using the first item from the invoice, it now defaults to the format Purchase Invoice .

⚙️ Permissions: Available for users with the Create Project Expenses permission.