Managing Expenses

Add, edit, and archive expenses from Manage > Expenses.

Expense categories must be added before you can track an expense on your timesheet. Expenses do not need to be assigned to a project. All active expenses will appear on your timesheet.

Adding Expenses

  1. Enable the Expenses module under Manage > Account Settings > Choose Modules.
  2. Go to Manage > Expenses and click Add Category.
  3. Enter the type of expense. Enter a unit price if applicable.
  4. Click Add Category to Save.

Editing, Archiving, and Deleting Expenses

Editing

You can edit expenses under Manage > Expenses by clicking Edit next to the expense name.

Archiving and Deleting

Expenses can not be archived. They can, however, be deleted if they have never been tracked. To delete an expense:

  1. Delete all expense entries associated with that expense.
  2. Go to Manage > Expenses, and click Edit next to the expense name
  3. Click the trash can icon to delete the expense.
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