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How to create an expense

Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track of how much you spend and on what.


To create an expense, hover on the Activity menu, click on Expense. On page loads, click on the ADD EXPENSE button (see image above).

A pop-up box appears when you click on the ADD EXPENSE button, enter the expense title, the amount, the engagement the expense is tied to, also select the category it belongs to, upload a receipt if any and enter a remark (optional).

All expenses are attached to a particular client engagement, so make sure the client engagement has already been created by the manager. To improve your internal processes, it is best to make the expenses feature part of your cash reimbursement process, so that expenses are submitted and approved before cash is disbursed.

Updated on May 30, 2017

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