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In this module, learn how to enter expenses against a project you have been assigned to.
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Download PDFStep 1.
Go to Expenses under Time, materials & expenses.
In the Materials screen, the display will default to a weekly view. You can change the timeframe to display a single dayor enter custom dates for a time you choose.
Step 2.
To submit expenses for a project, begin to type in the project name into the Project field, and the project you have been assigned to will automatically appear. Or click on the search icon to search for all projects you have been assigned to. To do a Quick Project, click on the plus icon.
Step 3.
Choose the Expense Category and Expense Type.
If you need to write additional notes about the expense, you can do this within the Notes field.
Once you have done this, input the amount of the expense, excluding sales tax and whether the expense is charged on to the customer.
Step 4.
Once you have completed the expense entry, click on Enter. Then, when you are ready to submit your expense, click on Submit.
Step 5.
Unsubmitted Expense - An Expense that you have entered, but have not yet submitted.
Unapproved Expense - An Expense that has been submitted, but just waiting on the approval from the user with the appropriate roles
Rejected Time - An Expense that has been rejected by the user with the appropriate roles
Approved Expenses - Expenses that has been approved.
Want to learn more? Check out these related guides
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