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Adding an Expense

UpdatedOctober 26, 2023
  1. Click on “Expenses” under the Finance category on the left sidebar menu of the page.
  2. On the Expenses page, click on the “Add Expense” button at the top of the page.
  1. On the Add Expense page, enter the name of the expense.
  2. Select the currency in which the expense should be recorded.
  3. Enter the price of the expense.
  4. Enter the purchase date.
  5. Choose a team member from the Employee drop-down menu.
  6. Select a project from the Project drop-down menu.
  7. Assign a category to the expense.
  8. Enter where the item was purchased from.
  9. Upload the associated invoice.
  10. Click the “Save” button at the bottom of the page to add the expense.