Recording and categorizing expenses

Log an expense against a client or project, and it's ready to bill back to them whenever you like.

1. Open Expenses in the sidebar and click New Expense.
2. Fill in the amount and pick a Category.
3. Choose the Client / Project it belongs to — this is what makes it billable later.
4. Save the expense. Anything not yet added to an invoice shows up as unbilled on your dashboard.
5. When you're ready to bill it, use the Add to invoice action from the expense row (or select several and use the bulk action).