Clearmargin

Manage Expenses

Track costs as expense transactions.

Steps

  1. 1Go to "Expenses" in the sidebar /dashboard/expenses.
  2. 2Click "New Expense" to create a cost transaction.
  3. 3Select or create an expense catalog item.
  4. 4Set the amount, date, and description.
  5. 5Assign scope: project (direct cost), shared (split across projects), or overhead.
  6. 6For project-scoped expenses, select the project to assign to.

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