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All Expenses

Track and manage organizational expenses.

Expense List

View expenses with:

  • Description
  • Category
  • Amount
  • Date
  • Project (if applicable)
  • Status

Recording an Expense

  1. Go to Finance > Expenses > All Expenses
  2. Click + New Expense
  3. Select the category
  4. Enter the amount and date
  5. Link to a project if applicable
  6. Attach receipts or supporting documents
  7. Click Submit