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Learn how to create expenses and how to add them to your invoices.
What are expenses?
An expense is an additional cost on top of your work. Typical expenses are travel, hotel, meetings, lunch, merchandise, apps used, external help etc. When creating an expense you can set the date, add notes, associate it with a client and a project and set tags. Tags are useful when filtering expenses, because you can get a list of expenses and their total based on those tags
How do I create an expense?
To add an expense, go to Accounting → Expenses → Add Expense. From here, you can select the desired currency, amount, details, client, project, set a tag if you wish to filter after it later on or even add a receipt. The expense will be reflected at a project level in the Overview tab → Unbilled AR plug-in. Just hover over
How do I add expenses to invoices?
You need to go to Invoices → Add invoice → Add outstanding time/costs → Add from Expenses and select the desired expenses. If the created expenses don’t appear, you need to make sure you’re using the same currency both for the invoice and the expense or that you didn’t mark the expense as invoiced.
How do I filter expenses?
You can filter Expenses in the List view by name or client when clicking on the filter icon. In order to get most out of the filter option, you should use the Table view and the Show button to select which columns you wish to display. This will allow you to filter expenses by name, project, creator, amount, date, status, tags or