This article will provide a step by step guide on how to add and edit the expenses specifically for admin users


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