Whenever a team member incurs a cost while working on a project (whether billed or un-billed), an expense record should be created. These expenses will be used to populate your invoices, reports and other analytics.
Adding an Expense
There are two ways of adding an expense: for yourself, or for another team member.
To record an expense for yourself, select the your expenses item from the menu and then push the Create button.
If you are an admin and would like to add an expense for another team member, select the time item from the menu and then push the Create button.
An expense record requires a date and an amount. A short description should also be provided. So that the expense and can be billed for, a project should also be selected. The user should select whether the expense is “billable” or not. Finally, a category should be selected.
If the expense has a related photo or document, they can be attached to the expense record.
Editing an Expense
Recorded expenses can be edited from the your expenses list or expenses list by tapping the Edit button on a row.
Deleting an Expense
Recorded expenses can be deleted from the your expenses list or expenses list by tapping the Edit button on a row. If the expense has already been included in an invoice, the invoice amounts will not be updated.