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How do I Add Projects and Clients?

Written by Héctor

Adding New Projects and Clients

To access Projects and Clients, click your company name in the top-left corner, go to Company Settings, and select Projects and Clients.

You can also navigate there directly here.

At the top of the page you'll find two options: Add Client and New Project.


Before adding a project, you'll need to create a client to save it under.

Add Client

Click Add Client and a new window will appear.

Enter the client name and click Save. To add multiple clients at once, click Add Another and enter the additional names before saving.

Once a client has been created, it will appear in the Client dropdown menu in your expense claim form — you won't need to add it again.

New Project

Click New Project and a new window will appear.

Select a client from the dropdown menu. If you haven't added one yet, you can do so using the link next to the Client dropdown.

Enter the project name and an optional description, then click Add Project.

Once created, the project will appear in the Choose a Project dropdown in your timesheet, where you can select it to record time.

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