Adding an Expense

This is an excellent tool for you to allow your team leaders to enter expenses as they are on the field.  All expense are noted in USD so they will need to convert before entering.  When entering an expense you will have the following options:

  • Budget Line Item - this is a drop down generated from your budget (to keep things aligned)
  • Date of Expense
  • Payment Method - credit card, cash, or check
  • Amount
  • Notes
  • Address
  • Receipt Upload - easy way to load in an image of the receipt  

Make sure to save your changes for each entry.  These will all calculate to your expense tab page where you can sort, search, add, and export.  

Community tags

This content has 0 tags that match your profile.


To leave a comment, login or sign up.

Related Content