Set up your expenses

In this module, learn how to add expenses. These are the day-to-day operational costs of running your business. Later, you can enter these expenses against projects.

Step 1

Head to Expenses under Global Settings.

Click on the Expense Categories tab to add categories of expenses.

Step 2

Click New Expense Category, then give it a code and name.

Step 3

Go to the Expense Types tab.

Click New Expense Type, then give it a code and name.

Select which expense category it falls under.

Step 4

These expense categories and expense types can now be selected when you enter expenses against projects.


Posted: Tue 28 Feb 2023