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Adding expenses to a project

If you have an expense you would like to add to a project; you can do so using the following steps.

Unlike invoices and estimates, a single expense can be added to multiple projects. When you add an expense to multiple projects, the cost will be split evenly. For example, if you have an expense with a value of 100 and add it to two projects, the breakdown will show as 50 for both projects.

Please note that currently, the feature is only available via iOS and Web.

iOS

From the project level:

  1. Tap More on the navigation bar
  2. Tap Projects
  3. Open the project you'd like to add an expense to 
  4. Tap Add file 
    • If there are already files associated with this project, tap the + symbol in the bottom right corner
  5. Tap Expenses
  6. Tap Create new expense or Select existing expense
    • If you select an existing expense, it will be added to your project after you tap Add after checking the circle next to the expense 
    • If you create a new expense, it will be added to the project after you tap Save

From the expense level:

  1. Tap More on the navigation bar
  2. Tap Expenses
  3. Open the expense you'd like to add to a project or create a new expense
  4. At the bottom of the expense creation screen, tap + Add to projects
  5. Tap the circle(s) next to the project(s) you'd like to add the expense to
  6. Tap Add
  7. Tap Save

Web

From the project level:

  1. From the home screen, click Projects
  2. Open the project you'd like to add an expense to
  3. In the Files tab, click Add expenses
    • If there are already files associated with this project, click the + symbol first
  4. Click Create new or Select existing
    • If you select an existing expense, it will be added to your project after you click Add selected after checking the circle next to the expense
    • If you create a new expense, it will be added to the project after you click Save

From the expense level:

  1. From the home screen, click Expenses
  2. Open the expense you'd like to add to a project or create a new expense
  3. At the bottom of the expense creation screen, click + Add to projects
  4. Select whether you wish to add the expense to a New Project or Existing Projects
    • If you select a new project, you will first need to follow the steps to create a new project here
    • If you select an existing project, check the box(es) next to the project(s) you'd like to add the expense to and click Add selected
  5. Once added, click Save

 

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