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Record an expense.

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Spent your own money on a project?

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Under Time and expenses, My expenses, start an expense report.

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A report is for one project, billed to the client, or for non-billable spending like office supplies.

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Choose the hotel, and give it a label if you like.

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

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Here, a lunch receipt from the site visit.

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

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Choose the category, here read as meals, and whether you paid or the company card did.

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A note says what it was for.

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Save the line, and it joins the report, with the total owed to you.

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When every line has its file, vendor, amount and date, submit the report.

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Until then the report is yours alone.

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Now it waits for a decision.

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

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Back on your side, the report shows it approved,

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and when you’ve been paid back, it says paid.

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The report’s PDF has every receipt, for your records.

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That’s an expense, recorded.

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