Record expenses and billable costs

Create an expense

Enter date, vendor, category, description, amount, tax and payment method. Attach a receipt file when supporting evidence is available.

Link business context

Select a customer or an active project when the cost belongs to specific work. Archived projects do not appear in the selection.

Mark an expense billable

Enable Billable to Customer and confirm the linked customer or project. The expense remains an expense record until it is included in an invoice draft.

Review expense reporting

Use filters and date ranges to review monthly totals, categories and project-related costs. Export the report when a separate working copy is required.