What are expenses?

Learn about expenses in Paymo.

Andrei
Written by AndreiLast update 1 year ago

An expense is an additional cost on top of your work. Typical expenses are travel, hotel, meetings, lunch, merchandise, apps used, external help, etc. They can be internal or client-related.

When creating an expense you can set the date, add notes, associate it with a client and a project, and set tags. There's also the option to set markups, taxes and the person it will be reimbursed to.

Expenses can be added in a simple view like below:

Or in a bulk mode that can be used to add multiple expenses for multiple clients at once:

Tags are useful when filtering expenses because you can get a list of expenses and their total based on those tags. You can manage them by clicking on your profile picture (bottom left corner) ā†’ Company Settings ā†’ Project Accounting ā†’ Expenses Tags.

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