How to add / edit expenses (member)

If employees spend their own money during business activities, they can record expenses and then get a reimbursement. Unlike admins, members can only record expenses for themselves and cannot mark them as 'billable' for further client invoicing.

Create an expense

Go to the Expense page and hit the 'Add Expense' button. 

  1. Pick a date when the expense took place, select category and add amount;
  2. Leave a short description and attach files (receipts, invoices, screenshots, etc.);
  3. Assign a project.

Edit expenses

Click on the expense title to make edits. Select multiple expenses to update or delete in bulk. You can't update expenses that has been already invoiced.

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