Explore our Expenses Feature
Explore our Expenses feature, designed to help you track, manage, and organize project-related expenses efficiently
#1 Expense Reports
There are 3 types of expenses Reports.
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Yearly report for all expenses including categories: To view full expense report navigate to Reports -> Expenses
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Detailed Report: To view detailed report for expenses where TAX and TOTAL TAX is included with ability to filter navigate to Reports->Expenses and click on the Detailed Report button
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Expense vs Income report: To view Expense vs Income report navigate to Reports -> Expense vs Income
#2 Creating Recurring Expense
Seting up recurring expense is very easy.
On the right side Advanced Option you can set when this expense to repeat. Also custom option to fit for your needs is allowed.
#3 Converting Billable Expense to Invoice
You can convert expense to invoice on if the expense is billable.
After you create the billable expense you will be able to see the Convert to Invoice button or you can just convert it and save as Draft.
#4 Billable Expense
You can create billable expense to you customers.
When adding new expense select customer and new checkbox will be shown. Check the checkbox billable and you will be able to convert this expense to invoice.