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.
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Download PDFStep 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.
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