You can add expenses to your projects and track project actual fees in very simple and easy way.
1. Open the record an expense form in expenses list
2.Enter the expense information:
Amount: | enter an expense amount (required field) |
Date: | select an expense date |
Paid to: | select a contact if the expense associated with one of contacts |
Issue from: | the financial account to pay the amount from (required field) |
Project: | select a project if the expense associated with one of projects |
Category: | select the expense category(required field) |
Reference: | add a reference to the expense record |
Description: | Add a description to the expense record |
By adding the project name to your expense, the amount will be associated with your project and you will be able to track the actual fees of your project in the project form.