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Project Expenses

Overview​

Project Expenses lets you view expenses for a single project in the Projects module. In this feature, you work with expense records using the Expenses tab and the Expenses Table provided in the project.

How to access​

  1. In the Projects module, open a project.
  2. Click the Expenses tab.

Key features​

  • View expenses in a table using the Expenses Table columns: Actions, Title, Net Amount, Gross Amount, Billable, Description, Created At, Updated At, Created By, Updated By.
  • Create New Expense (available as Create New Expense).
  • View expense files in a table using the Expense Files Table columns: Actions, Name, Date Created, Uploaded By.
  • Delete expense (available as Delete expense).
  • Delete file (available as Delete file).

Field descriptions​

Expense fields​

  • Title: The name of the expense.
  • Net Amount: The net amount for the expense.
  • Gross Amount: The gross amount for the expense.
  • Billable: Indicates whether the expense is billable.
  • Description: Additional details about the expense.

Expense file fields​

  • Name: The file name shown in the expense files list.
  • Date Created: When the file was created.
  • Uploaded By: The user who uploaded the file.