How to create an expense?
To create an expense go to, Purchases ➝ Expenses ➝ Add Expense
Expense pages include:
- expense name
- ‘attach to project’ – assign the expense to a client or project
- ‘attach file’ – attach a receipt or other billing document
How do I update/delete an expense?
To edit an expense go to, Purchases ➝ Expenses ➝ click on the expense name on the grid or click ‘edit’ in the row end menu
To delete an expense go to, Purchases ➝ Expenses ➝ mark check-boxes of needed expenses and click ‘Delete’
…Or choose the same option (‘Delete’) on the row end menu.
Deleted expenses will be moved to the tab ‘Deleted’, however, you are always able to restore deleted items by moving them to the ‘Active’ tab.