This article shows how admins can add and edit expenses under the ‘Expenses’ area.


Expenses Overview


Navigation:  Time & Fees > Expenses

Click to redirect to the above navigation

When you first enter the ‘Expenses’ you will be met with the dashboard, where you will get an overview of:

  • Number of Expense Types

  • Total Amount (GBP)

  • Billable Amount (GBP)

  • Non-billable Amount (GBP)



Navigation: Time & Fees > Expenses > + Add Expense 



You can add expenses by clicking on the +Add Expense and can include:

  • Expense Type

  • Client

  • Task

  • User

  • Date 

  • Total Price 

  • Notes


Also if the expense is billable you can select 'billable expense' 



Navigation: Expense > Expense Dashboard 


Here you can: 

  • Edit expenses by selecting the pencil icon which launches up the previous screen and you can make any adjustments

  • Delete expenses by selecting the trash icon 

  • Send reminders to submit, this also stores a record of reminders

  • Submit the expense to be approved by clicking on the last icon 

  • Withdraw the record after it has been approved


To approve or reject expense after submitting just hover over the submitted expense and see the icons for 'approve' and 'reject' appear.



To export the expense record there are 2 methods:


Navigation: Expense > Expense Dashboard 


1. Navigate to the 3 dots on the right and export to excel, CSV and/or PDF


2. Select on an expense record and navigate to the bottom of the screen to export to excel, CSV and/or PDF