Adding Expense Items to your Projects Budget
Time to read: 5 minutes
Main Takeaways
- 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
You will be directed to My Profile Page
Step 2: Go for My Expenses and click on New Expense Item
Step 3: Add details
1. Choose the project
2. Give your expense a name
3. Select the date
4. Choose the person responsible for the expense
Scroll down
5. Set the status
6. Choose to approve the expense item
Scroll Down
7. Mark the expense as billable
8. Add notes
Step 4: Add 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.
Step 2: Go to My Expenses
Step 3: View and Edit any Expense Items you've added or been assigned to you
Step 4: Click on the Given Expense Item to edit it
A modal will be prompted
