Expenses record money spent on a task: lab charges, shipping, mileage, a contractor's invoice. Together with time tracking they give each task a cost.

Logging an expense

1. Open the task and expand Expenses, or open Tasks → Expenses and click New Task Expense and choose the task.
2. Select the Expense Type. The default type is pre-selected and its default cost pre-filled.
3. Enter Cost and Quantity. The total is calculated.
4. Add Notes, such as an invoice number.
5. Save.

The Expenses tab

Tasks → Expenses lists every expense across all tasks with its task, type, cost, quantity, total, and who logged it. Filter by type or task, and select expenses to delete.

Task cost

A task's Task Cost is the total of its expenses. Time tracked on the task is recorded separately as Time Spent; together they are the inputs for job- and organization-level profitability reporting.

Expense types

Types are managed under Tasks → Expense Types. See Statuses, Priorities & Expense Types.

<aside> 💡

Give high-volume types a default cost so staff can log an expense in two clicks. A Shipping – Standard type with the usual rate beats a generic Shipping type with a blank cost every time.

</aside>