Expenses

Everything you need to know about entering and managing expenses process

Creating Expenses

• Project expenses
• Planned expenses
• Planned expenses and approval to spend
• Adding a supplier field to expenses
• Unit pricing on expenses
• Using planned expenses for purchase orders

Managing Expenses

• Actioning expenses
• Configuring expense fields as required or optional
• Editing or deleting exported expenses
• Exporting reimbursable expenses to your accounting system
• Grouped expense export
• Default settings for expenses
• Exporting planned expenses to your accounting system as a bill to pay suppliers
• Common expense exporting errors
• Notification options for expenses