Expenses can be submitted through Reports --> Expenses and can be exported or filtered as 'stand alone' expenses or added to existing invoices.  This allows you total flexibility over how your expenses are tracked and reports throughout an invoice lifecycle.


Follow the steps below to create and expense and save it or update an existing invoice:

1. Click 'Add Expense' and enter the following to create your expense:

--> Expense Title

--> Expense Description--> Client (selected in dropdown menu)

--> Date the expense was incurred

--> User Name

--> Amount of expense (User numbers only in this field, for example: 00.00)

Once the Add Expense form is completed, click Submit Expense.  Your expense will then be viewable in the Expenses listing where further editing can take place, if/when desired.