Adding an Expense Item

Adding Expense Items to your Projects Budget

Expense items are linked to projects, not tasks, and thus will only show up on the project budget. Anybody with the Permission Level of Collaborator, or above, can add a new expense item. However, expense items must be approved by at least a Controller before it's added to the project budget.

Use cases could be for a dinner you host with your client, some equipment you needed to rent, or something you purchase on behalf of your client or directly as part of the project.

Conveniently, you can attach files to Expense Items, and you can easily specify the Cost, Price, and Markup of the expense.

After being approved by a Controller, or higher, the expense item will be added to the project budget.

Create an Expense Item

Step 1: Click the Profile button on the top right-hand side of the screen, and then select My Profile

my profile

You will be directed to My Profile Page

my profile proper

 

Step 2: Go for My Expenses and click on New Expense Item 

New Expense Item
A pop up will be prompted 

 

Step 3: Add details

New expense Item modal one

1. Choose the project

2. Give your expense a name

3. Select the date 

4. Choose the person responsible for the expense  

 

Scroll down

New expense modal two-1

5. Set the status 

6. Choose to approve the expense item 

 

Scroll Down 

New expense modal three

7. Mark the expense as billable 

8. Add notes

 

Step 4: Add files 

files

View and Edit My Expense Items

 

Step 1: Navigate to My Profile from the menu at the top right-hand side of the site.

my profile

 

Step 2: Go to My Expenses 

 

Step 3: View and Edit any Expense Items you've added or been assigned to you 

my expenses last

Step 4: Click on the Given Expense Item to edit it

A modal will be prompted 

editing gif