Add expenses to my projects


You can add expenses to your projects and track project actual fees in very simple and easy way.


1. Open the record an expense form in expenses list

2.Enter the expense information:

 

Amount: enter an expense amount (required field)
Date: select an expense date
Paid to: select a contact if the expense associated with one of contacts
Issue from: the financial account to pay the amount from (required field)
Project: select a project if the expense associated with one of projects
Category: select the expense category(required field)
Reference: add a reference to the expense record
Description: Add a description to the expense record


By adding the project name to your expense, the amount will be associated with your project and  you will be able to track the actual fees of your project in the project form.

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