Add expenses

How to add a simple expense

Either you budget it or not, or you track it or not, every project has expenses – money needed for training, business trips, assets, etc., in regard to the specific project. So, if you decide to keep track of your expenses, you can do it following the steps:

1. Go to Financial => Expenses => Add expense (the white plus button, in the right down view of your screen);
2. Add the name of the expense;
3. If it is billable or not; the type of expense; amount of money; currency, project name, person, incurred date, description and attachment (if the case);
4. Click on the Save button

How to add a mileage expense

If you use Mileage expenses in your company, here is how to add them as expenses

1. Go to Financial => Expenses => Add expense (the white plus button, in the right down view of your screen);
2. Add the name of the expense;
3. Check if it is billable or not; the type of expense; the distance (the amount will be automatically calculated and filled in, according with the mile/km rate, set in Settings, for the account); project name, person name, incurred date, description and attachment (if you have any documents regarding the expense);
4. Click on the Save button