Expenses
Track client and project costs, and mark which expenses should be considered during invoice review.
- Who can use this
- Expense access follows each member's access profile and overrides
- Ask an owner or admin if you cannot see or add expenses
On this page
Explore overview diagram
Overview diagram
Expenses
Overview diagram. The text on this page has the exact steps and permissions.
Overview
Expenses live on each client. Open a client, go to the commercial tab, and open expenses to record costs and see them by project.
Add an expense
- Amount and currency (the workspace currency is the default).
- The date the cost occurred, a description, and notes.
- An optional project from the same client.
- A billable flag, on by default, for costs the client should cover.
Example
A load-testing service for Northstar
You pay for a load-testing service to check the portal before launch. Open Northstar Health Labs, go to the commercial tab, and add the expense with its amount, date, and "Load test before launch", linked to the Patient portal launch project. Leave it marked billable. When you prepare the July invoice, you see it listed and add a matching line item.
Review expenses
Filter the list by project, and edit or delete entries you have access to manage.
Expenses and invoices
Billable expenses are a signal for invoice review. They are not added to invoice drafts automatically; add a line item when you want to bill a cost.
FAQ
Are billable expenses added to invoices automatically?
No. They're a reminder during invoice review. Add a line item to the invoice when you want to bill the cost.