Record an expense
- Click New Expense.
- Enter a description, pick a category, enter the amount in euros and set the date.
- Optionally link a project and add notes.
- Click Save.
Link an expense to a project
Linking tells you which client to recover the cost from through project billing, and shows the project name alongside the expense. Link a project while creating the expense, or later by clicking the link icon on any expense row.Expense categories
Each category is either billable to a client, meaning a cost you normally recharge, or not, meaning the cost of running the firm. Typical categories are PA application fees, materials, travel, software and subscriptions, and professional services. Partners and Admins manage the list, including which categories are billable, in Settings > Billing > Expense Categories.Read the summary figures
These three figures always cover the full year, whatever category or search filter is active. They never go short because of a filter.
Find an expense
Search by description or linked project name, or pick a category from the dropdown. Expenses sit in collapsible month groups, newest first, each header showing the entry count and the month’s total. If you have a lot of expenses, only the most recent months load at first. Scroll to load older ones.Edit or delete an expense
Click the edit icon on any row to change its details, or change the category or amount inline without opening the full form. The delete icon removes an expense.Next steps
Billing dashboard
Where expenses feed net monthly income.
Firm billing settings
Manage your expense categories.