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Record and evaluate expenses

Support › Machinery & Expenses

In short

Expenses are items in the category «Expenses». You manage them under «Settings → Articles → Expenses»; employees record them in the time tracking system, and in the monthly report they appear as a list.

Here’s how it works

  1. Add expensesSettings → Articles → ExpensesThe list includes, for example, «General expenses», «Travel costs» or «Lunch paid for». You add new expenses by clicking the yellow plus sign to the right of the list.
  2. Check allocationIn the «Employees» column, you can see who has been assigned a travel expense item.
  3. Record expensesIn the Time recording add «+» to add «expenses».
  4. EvaluateThe Monthly report Lists the expenses below with date, comment, price, quantity and total.
Tip: Automatic surcharges, e.g., per country, are available with the «Time and Special Charges» extension.

Common problems

Either they are in Settings → Basic settings → Time recording hidden, or the cost line in the order restricts the selection (order → details).

In Monthly report in the section «Expenses».

Video instruction

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Similar articles

Time recordingTime capture: hours, from-to or timer→Hours & ReportsCreate monthly reports: hours, time off and holidays→Machinery & ExpensesSet up the machine and record the meter reading→

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