Expenses

Expenses capture project or client-related spend. They may be reimbursed, billed to clients, or used for cost tracking.

Navigation

Open Expenses from the main sidebar, or go to /expenses.

Expense Entries and Reports

An expense entry records an individual spend item. An expense report groups entries for submission and approval.

Common fields include:

• Date.
• Amount and currency.
• Category.
• Project or account.
• Billable status.
• Receipt.
• Description.
• Approval status.

Expense Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Expenses Field Reference.

Field	Meaning
Title	Short expense summary.
Project or account	Where the expense belongs.
Category	Type of expense.
Amount and currency	Cost being submitted.
Receipt	Supporting attachment.
Billable	Whether the expense can be passed to the client.
Status	Draft, submitted, approved, rejected, or paid.

Common Workflows

Submit an Expense

1. Open Expenses.
2. Add expense details.
3. Attach receipt if required.
4. Select project/account.
5. Mark billable if the cost should be billed to the client.
6. Submit for approval when ready.

Approve an Expense Report

1. Open Approvals or Expenses.
2. Review amount, category, receipt, and project.
3. Approve, reject, or return based on policy.

Approval Rules

Only pending expense approvals should be approved, rejected, returned, or reassigned. Approved and rejected requests are final unless your organization uses an adjustment or reversal process.

AI Copilot Tips

Try asking:

• "Summarize pending expenses."
• "Which expenses are waiting for approval?"
• "Show billable expenses for this project."
• "Why was this expense returned?"

Related Docs

• Approvals
• Expenses Field Reference
• Projects
• Invoices