Entering Expenses

Watch the short training video which runs you through how to enter and manage expenses from within Projectworks.

This video covers:

Entering an expense claim.
View your pending and approved expense claims along with your team members' requests that you have access to see.
Approving an expense claim.

On any page, select [+ New].
Choose Expense.
Pick Already paid for or Planned or unpaid expense.
Select the Project and Budget the expense is for.
Select Paid for with my own money or Company Paid
Enter a Comment.
Enter a Purchase date
Select Expense Type.
Add Price and any applicable Sales Tax
Attach a receipt.
Click Submit.
Verify the request appears in Pending; your manager is notified (per org settings).

Pop-up success message in bottom right hand corner “✅ The expense claim has been submitted”
You should see the new request in My Expense Claims as Pending (with correct dates and type).
The request status updates to Approved after manager approval.

Entering your expenses in Projectworks is easy and can be done from any page by clicking the green [+New] button.