Expenses
- Open Payments › Expenses and click Add expense.
- Add the amount, category and date, and attach the receipt (a photo or PDF).
- If the client pays it back, link the client and switch on Billable to client.
- For a monthly cost, choose Repeat.
Bill the client adds a billable expense to one of the client's invoices, or to a new one. Report shows the expenses by category and month; there, Download CSV downloads the spreadsheet.
Overview
Payments › Overview, the first tab (owner and admins), shows the month so far: what came in, what's still to come in this month, and what's still To invoice (projects, hours and accepted proposals not yet invoiced). Month by month compares the months, and the Cash-flow forecast looks 3, 6 or 12 months ahead.
One period button at the top of Payments works for all four tabs (Overview, Invoices, Expenses and Time): any month, year or range. Open and Overdue always mean now, whatever the period.
Who sees money: owners and admins always; members only if Finances is on for them; freelancers never. See Invite your team and choose roles.