Entering Project Expenses
Project expenses — like subconsultant bills, materials, or vendor invoices — are entered directly on a project.
Entering a Project Expense
Go to PROJECTS > select a project > the Expenses tab.
Click Add Expense.
Select the expense type and fill in the remaining details (vendor, bill number, amount, phase, etc.).
Click Save.
Expenses entered here are visible to everyone with access to the project.
Adding Multiple Line Items to One Expense
If a vendor bill covers more than one project or phase, add it as one expense with multiple lines rather than entering each separately.
Start entering an expense as usual.
Click Add a Line for each additional project or phase the bill applies to.
Date, vendor, and payment method are shared across all lines; project, phase, and amount are set per line.
Once any line has been included on an invoice, the shared fields lock. Once every line has been invoiced, the whole expense locks.