How to add an expense
You can add an expense to a lesson or job; which are generally used to claim money for travel, books etc.
- On either a job’s or a lesson’s page, click on the plus symbol next to ‘Expenses’. Alternatively, go to Menu > Expenses and click ‘Add Expense’.
- Fill in the description, date and amount. Select the category that reflects the type of expense you are entering, and select the relevant client, job and lesson (if applicable).
- Once you click submit, the client will be charged when they are next invoiced, and you will receive the funds after that, providing the company agrees with your claim.
- If you want to enter a document to substantiate the claim, you can go to the job and upload a document.