To add a new expense and allocate it to an overall project, not just a line item or a task. Follow the steps below:
Step 1
Click on the “Expenses” from the left-side panel
Click on “Add Expense”
Step 2: Enter Basic Expense Details
In the Description field, type the expense name
Enter the total expense cost (including taxes)
Click the Date field and select the purchase date
Choose the type of expense:
Material Cost (default)
Subcontractor Cost
Equipment Cost
Select an existing Vendor from the dropdown
OR
Click “+ Add New Vendor”
Fill in:
Vendor Name
Contact details (optional)
Vendor Name
Address
Email
Phone
Click “Add Vendor”
Select the newly created vendor from the list
Upload an attachment (optional)
Receipt, image, or document
On mobile: use the camera or the gallery
Add notes (optional)
Click “Next”
Step 3: Select Project(s)
Choose the project where the expense should be allocated
You can select one or multiple projects (if applicable)
Click “Next”
Step 9: Choose Allocation Type
You will see two allocation options:
To Overall Project
To Specific Line Items
Select “To Overall Project”
Click “Confirm”
Final Result
The expense is added to the system
It appears in the main Expenses table
The allocation status will be updated as Allocated Overall
