How to Track Expenses
Track reimbursable costs and bill them straight back to the customer.
Learn how to log expenses, mark them billable, and add them to a customer invoice.
Track reimbursable costs and bill them straight back to the customer.
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1
Log an expense
Go to Expenses > New Expense and enter a description, amount, and date, optionally linked to a customer or project.
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2
Categorize expenses
Tag expenses so you can see what you're spending on for each client.
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3
Mark as billable
Flag reimbursable expenses so they become available to add to a customer's invoice.
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4
Add to an invoice
Select billable expenses and add them as line items when creating or editing an invoice.
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5
Keep records for taxes
Review your full expense history at any time for bookkeeping or tax preparation.
Tips
- Mark an expense billable when you log it to save a step later.
- Combine billable expenses with Time Tracking entries on the same invoice.
- Expenses left unmarked as billable never appear on customer invoices.