Adding Expenses to Projects

Projects > All Projects > (selected project) > Expenses

Expenses entered on projects automatically update the user's expense sheets. Alternatively, users can enter an expense on a expensesheet and link it to a project. These can include:

• Expenses billed to customers.
• Expenses reimbursed by your company to the employee.

You can use pre-configured expense types to save time. You can also adjust the default amount for each expense.

Adding Expenses to a Project

1. Select the Projects > All Projects page.
2. Click an existing project.
3. Click the Project > Expenses tab.
4. Click Add.
5. Enter the following in the Expense Info tab.
   • Expense Type
   • Date - The date the expense was incurred
   • Amount Spent
   • Mark Up / Down - Adjust up or down by amount ($) or percent (%).
   • Payment Types - Cash, Check, Debit Card, Credit Card, Other, Company Credit Card.
   • Classification - Reimbursable or Non-Reimbursable
   • Billable - Yes or No
   • Available Expense Sheets - Select an existing expense sheet or add a new one.
   • Add New Expense Sheet - If checked, the following display:
     • New Expense Sheet Name
     • New Expense Sheet Date
   • General Notes - Optionally enter a note for this labor time entry that will display on the invoice.
   • Internal Notes - Optionally enter a hidden not that will not display the invoice.
6. Enter the following in the Receipts tab.
   • Upload a new file
   • Have Receipt - Yes or No
   • Notes
7. Click Save to save the expense.
8. Click Save to save the project.