GuidesExpenses & Charges
Manage Expenses
Track costs as expense transactions.
Track costs as expense transactions.
Steps
- Go to "Expenses" in the sidebar
(/dashboard/expenses). - Click "New Expense" to create a cost transaction.
- Select or create an expense catalog item.
- Set the amount, date, and description.
- Assign scope: project (direct cost), shared (split across projects), or overhead.
- For project-scoped expenses, select the project to assign to.