Record and attribute expenses
Log operational expenses, attach bills and attribute them to projects so each project's cost view stays accurate.
Expenses are operational spends that are not vendor bills — petty cash, employee reimbursements, utility payments, marketing spends. Each expense can be attributed to a project (feeding the project cost view) or kept as corporate overhead.
Add an expense
Step 1: Open Accounts → Expenses
Click Add expense.
expenses-01.png
Step 2: Enter the basics
Amount, Date, Category (Travel, Office supplies, Utilities, Marketing, Legal, Site petty cash), Paid by (employee or firm), Payment mode.
Step 3: Attribute to a project (optional)
Pick the project this expense relates to. If left blank, the expense counts as corporate overhead.
Step 4: Attach the bill
Upload the scanned bill or receipt. For employee reimbursements, upload each supporting bill.
Step 5: Submit for approval
Expenses raised by Accounts Executives need approval by Accounts Team before being settled.
Cost attribution report
Step 1: Open Accounts → Cost attribution
See every expense grouped by project and category. Export to CSV or PDF.
What's next
- Payments made — reimburse an employee for an approved expense.
- Bills — for vendor-raised bills (as distinct from expenses).