Expense Tracking
Designed to offer a transparent overview and complete control over your project expenses, this feature facilitates detailed cost tracking.
It empowers you to efficiently manage both your time and financial resources in a cohesive manner, allowing you to clearly understand where your funds are allocated and maintain comprehensive control over all aspects of your projects.
You can enter your expenses under Manage > Finance. Each expense and fee must be assigned to the date, and project/task.
Steps to create your expenses:
1. Click the button “+ Client – Project – Task”
2. If you want to add expenses for a specific client you’re working for, select a client from the list below. (If there are no clients, create one by typing the client name and click on the “ADD” button)
3. If the task you are working on isn’t related to the client, click on the line “ No Client – Internal work”
4. Select a project/ task. (If there are no projects/tasks, create one by typing the project/ task name and click on the “ADD” button.)
5. If there is no project/task, go to Task > / Close >
5. Add expense amount and expense type
6. Enter a date
7. Click Add
Fee Tracking
Steps to create fees:
1. Click the button “+ Client – Project – Task”
2. If you want to add fee for a specific client you’re working for, select a client from the list below. (If there are no clients, create one by typing the client name and click on the “ADD” button)
3. If the task you are working on isn’t related to the client, click on the line “ No Client – Internal work”
4. Select a project/ task. (If there are no projects/tasks, create one by typing the project/ task name and click on the “ADD” button.)
5. If there is no project/task, go to Task > / Close >
5. Add fee amount and fee type
6. Enter a date
7. Click Add