Add an Expense

The easiest way to add an Expense is to select the Quick add menu and select Expense.

1. Fill in all the relevant information for that expense:
   • Job / Opportunity: Link this expense to the budget for a specific opportunity or job by entering the name of the opportunity / job here.
   • Item type: Link this expense to one of your item types / billing rates. E.g. Admin Materials or parking.
   • Amount: Enter the value of the expense.
   • Event date: Enter the date the expense was incurred.
   • Owner: The person responsible for this expense.
   • Tags: A comma-separated list of tags used to segment your database.
   • Comment: Add any extra information about the expense here or use the paper clip icon to upload a file relating to the expense (e.g a receipt or invoice etc).
   • Save. If you wish to add multiple expenses, click the arrow icon next to the Save button and Choose "Save and Add New

See the screenshot below:

Once the expense has been uploaded, admin account manager users will be able to review the expense and approve/reject it from the expenses page.

Alternatively, you can add an expense by:

1. Click on Timesheet    
2. Click on Expense.