Record an expense and charge it on
From a supplier receipt to a line on your customer's invoice.
An expense you paid on a customer's behalf is worth money only if it reaches their invoice. IDup keeps the link so it does.
Where to find itFinance → Expenses
Step by step
- Add the expense with supplier, date, amount, tax and category. Attach the receipt, or scan it. See Capture receipts.
- Set the customer it belongs to, and mark it billable.
- If it relates to a project, set the project as well. It then shows in the project's cost figures.
- When you next invoice that customer, the billable expense is offered as a line. Add it and it is marked as invoiced, so it cannot be charged twice.
- Recurring costs — rent, subscriptions, insurance — can be set to repeat rather than re-entered.
If your team needs approval
An expense entered by an employee without the right Approve expenses is booked only after someone approves it. Until then it is not billable. See Approve expenses.
Categories are worth 10 minutes
Expense categories decide where a cost lands in your accounts and therefore what your reports say. Set them up once, using the accounts your accountant expects. In Accounting → Settings you can also set an account per category.
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