Record project expenses

Link a cost to the correct project and customer, with the intended currency and billable state.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open the intended Project and its Expenses section, then record a new expense.
2. Confirm the Customer and Project fields identify the work that incurred the cost.
3. Enter Expense name, Category, Date, Amount and Currency; review Tax and Payment mode.
4. Set Billable only when the cost should be available for customer invoicing, and attach the receipt where available.
5. Save and return to the project's expense list.

Check the result

• The expense appears under the intended project with the correct customer, currency, amount and billable state. Check the separate invoice before treating a billable expense as billed.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance