Expenses

Available on Pro and above.

Labor isn’t your only cost. Expenses let you log the non-labor money spent serving a client — software licenses bought for them, ad spend, contractors, travel — so client and project profitability reflects reality, not just hours.

Logging an expense

Go to Expenses → New expense and enter:

• Client (required) and optionally the specific project
• Category and a short description
• Amount and date
• Billable? — whether you pass this cost on to the client
• Recurring? — for costs that repeat (e.g. a monthly license), so you don’t re-enter them

Receipts

Attach a receipt (image or PDF) to any expense. Receipts are stored privately — only signed-in members of your workspace can open them.

Where expenses show up

• On the client page — reducing that client’s margin
• On the project page — when tied to a project
• On Company Overview — in your overall expense total and margins