Record an expense

0:01Record an expense.

0:03Spent your own money on a project? Under Time and expenses, My expenses, start an expense report.

0:10A report is for one project, billed to the client, or for non-billable spending like office supplies. Choose the hotel, and give it a label if you like.

0:19Then add the receipt: photograph it with your phone, or drop in scans and photos from your computer, several at once.

0:27Here, a lunch receipt from the site visit.

0:30The receipt is read for you: the vendor, the amount and the date, ready to check and correct.

0:37Choose the category, here read as meals, and whether you paid or the company card did. A note says what it was for.

0:45Save the line, and it joins the report, with the total owed to you. When every line has its file, vendor, amount and date, submit the report.

0:55Until then the report is yours alone. Now it waits for a decision.

0:60Your approver sees it in the expense queue, with the receipt, and approves it, or returns it with a note saying what to fix.

1:07Back on your side, the report shows it approved,

1:11and when you’ve been paid back, it says paid. The report’s PDF has every receipt, for your records.

1:18That’s an expense, recorded. More videos: portspace.io/videos