1. Purpose of this page
Track project spend for margin and invoicing.
2. Main functionality
- Review and filter expenses.
- Manage billable/reimbursable context.
- Prepare expenses for invoice inclusion
where applicable.
3. Where to start
Start with pending and recently added expenses.
4. What to do next
Approve/allocate and verify invoice linkage.
Practical tips
- Track billable and non-billable costs here - materials, travel, subcontractors, and anything else spent on a
project.
- Mark an expense as reimbursable to have it show up on the client invoice for that project.