Expenses records what was spent, when, and what it was for. Adding an expense needs an amount and a date; merchant, category, currency, tax, payment method, project, Contact, tags, notes and a receipt are optional. Amounts are stored as whole minor units in the currency they were recorded in and are never converted.
Receipts can be a JPG, PNG, WebP or PDF file, chosen, dropped on the page, pasted or photographed on a phone. A receipt uploaded without details waits in the Receipt Inbox until it has an amount. Receipts are private and are only shown to people who can see the expense.
All Expenses can be filtered by date, category, project, Contact, payment method, reimbursable status and missing receipts, and exported as a CSV or as a ZIP with the CSV and each receipt. Reports total expenses by category, project, merchant and Contact for a chosen date range, with a separate total for each currency.
Reimbursable expenses can be marked submitted, approved or reimbursed, or grouped into an expense report that an admin approves, rejects and marks reimbursed. Members see their own expenses; admins see the team's. Categories and payment methods are edited on the Settings page.
Expenses is in preview for admins of the selected context and is marked Coming soon for other members.