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.

Work Item

You can optionally choose to link the expense to a work item.

Account

You can optionally link the expense to an account. If you have linked the expense to a work item, that itself is linked to an account, then the account will automatically be added.

Contact

You can optionally link the expense to a contact. If you have linked the expense to a work item, that itself is linked to a contact, then the contact will automatically be added.

Category

This required field is the category of the expense. Expense categories can be customized in the Admin section of Ravetree (Admin/Expenses page).

Service Item

Expenses can be linked to service items (not required),

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. In the screenshot above we have calculated the billable amount "from markup %".

Description

Enter any details about your expense. If you invoice this expense, then the details will be visible on the line item (although you can choose to exclude this information on the invoice).

Receipt

You can upload the receipt so it's attached to the expense.