Quick summary
- Create expense records as close to the real spend as possible so reporting stays accurate.
- Review billable and reimbursable flags before invoices are produced.
Detailed guide
Expenses
A central place to track project spend, billable costs, and reimbursable expenses.
Expenses is the spend ledger for projects. It exists so real cost can be reviewed, billed, or reimbursed without guesswork.
Put it into practice
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Start by filtering to the period or project you are reviewing so spend context is clear before edits or new entries.
InteractionsExpenses page: use tabs or filters to isolate the correct project or timeframe. -
Review existing rows for amount, category, billable state, and reimbursement state before creating anything new.
InteractionsExpense list/table: scan row values and status indicators. -
Create missing expenses from the new-expense action and capture project, category, amount, and date accurately.
InteractionsExpenses page: click Create Expense and complete required fields.Open workflow: Create Expense -
Edit incorrect entries directly from the list so billable and reimbursable treatment reflects real finance handling.
InteractionsExpense row actions: open edit on the target entry and correct minimal required fields.Open workflow: Edit Expense -
If expenses are expected in invoice support, validate linked billing workflow after updates.
InteractionsProject invoice workflow: confirm expense context aligns with billing evidence expectations.Open workflow: Invoice Workflow
What to review
Page header
Confirms you are looking at spend records, not time records.
Tabbed navigation
Switches between expense views or categories while keeping the expense workflow together.
Expense list
Review project, category, amount, billable state, and reimbursement state before editing or invoicing.
Create expense action
Starts the workflow for capturing a new spend item.
Guardrails
- Expense amount, project, and category must be valid before the entry can support reporting or billing.
- Expense management may be broader than invoicing permission, so some users can record spend without billing it.
If it starts drifting
- If an expense is not showing up for billing, verify its billable state and project association first.