Creating Expenses

To create an expense click on the blue "+" button in the header bar and select "Expense."

Billable

Specify if your expense is billable or not.

Member

This is the person who is logging the expense.

Project

You can optionally choose a project to log this expense against.

Client

You can optionally choose a client (i.e., Account or Contact) to log this expense against.

Category

Expense categories can be customized in the Admin section of Ravetree. These can be useful if you choose to itemize a projects expense budget.

Date

The date the expense was incurred.

Cost

The amount of money paid for the expense.

Billable

You have the option to include a separate billable amount for your expense. For example, your expense may cost $1000, but you may charge your client $1200. The billable amount would be $1200 in this case.

Description

Enter any details about your expense. These details will be visible on any invoice this expense has been added to.

Receipt

Upload your receipt.