How do I record and approve project expenses?

Every rial spent on a project and not recorded against it is imaginary profit you will see in the report.

Steps

1. From the project page, or from Engineering → Expenses — Figure 1 — add an expense.
2. Choose the project, the phase and the expense category.
3. Enter the description, the amount and the expense date, and set who paid.
4. Upload the receipt; an expense without a receipt is an expense in dispute.
5. The expense stays pending until it is approved, and only then does it enter the profitability report.

Notes

• Tie the expense to a specific phase where you can; that shows you which phase is eating your margin.
• General office overheads (rent, electricity) do not belong here; these are expenses of one specific project.
• Do not leave expense entry to the end of the project; you will forget half of it.