
Creating expenses
Expenses can be used to track project costs. Expense information includes date, description, amount, and notes.
Expenses are created from Projects or Timesheet view. If you can't see your project list, click the Projects button or choose View > Projects.
To create an expense:
- Click the Projects button or choose View > Projects.
- Click on the project you want to add an expense for.
- Click the Add (+) button and choose Add Expense...
- Select a supplier from the Contact pop-up button.
- Type the text in the fields provided.
- Click the Add button.
If the person is not in the list, click the Add... button. For more information about creating contacts, see Importing from Address Book and Creating new contacts.
Enter the amount before taxes in the Amount field. Click the checkboxes to select and deselect taxes. Taxes are calculated when expenses are invoiced. For more information about setting taxes, see Setting tax rates.