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Expense Sheets

Create Expenses Sheets

It's possible to create and manage expenses relative to projects and other activities.

All costs will afect the project's profitability, for that reason

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To create a new Expense Sheet (multi-expense aggregating sheet), take the following steps.

  1. Go the Expense Sheets module.

  2. Select All list.

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Expense Sheets module
  1. Click on the '+' on the expenses list.

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Creation pop-up
  1. Fill the Expense's fields:
  • Title - A name which helps to easly find a specific expense.
  • Department - The department to which the user belongs to.
  • Type - Select the type of expense (this information is very important, it will define the flow of the expense).
  • Start Date / End Date - Select the start date of the expense and the end date (should reflect the date on which the employee is reimbursed).