Expenses and receipts

Expenses record what a project actually cost, separately from what is reimbursed to the person who paid.

Add an expense

On Expenses, add the engagement, the person, the Expense date, a description, the amount in Australian dollars and whether it is Reimbursable. Then Add receipt to upload the receipt file, and Submit expense.

Approve or return

The engagement's lead (or finance) chooses Approve expense, or Return expense with a reason. A returned expense goes back to its person to correct and submit again.

Receipts stay private

A receipt is fixed when the expense is submitted. Only the person who added it and finance can download it with Download receipt. Receipts travel with your exported data.

Approved reimbursable expenses can go into a billing packet.