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Creating expenses

Expenses can be used to track project costs. Expense information includes date, description, amount, and notes.

Expenses are created from Projects or Timesheet view. If you can't see your project list, click the Projects button or choose View > Projects.

To create an expense:

  1. Click the Projects button or choose View > Projects.
  2. Click on the project you want to add an expense for.
  3. Click the Add (+) button and choose Add Expense...
  4. Type the text in the fields provided.
  5. Enter the amount before taxes in the Amount field. Click the checkboxes to select and deselect taxes. Taxes are calculated when expenses are invoiced. For more information about setting taxes, see Invoices Preferences.

  6. Click the Add button.

See also

invoices preferences