Expenses overview
Record costs against a client and optionally bill them on an invoice. Expenses are a manager-tier feature, hidden from Members.
Expenses let you record costs tied to a client — software, travel, contractors, and more — and optionally bill them back on an invoice.
- Role
- OwnerAdminManager
Expenses are a manager-tier feature. Owners, Admins, and Managers can view and manage them. Members cannot see or touch expenses at all.
Where to find expenses
Open Expenses in the sidebar to reach the list at /expenses. From there you can add an expense,
filter the list, and (for billable ones) bill them to an invoice.
What you can do
Add an expense
Record a cost against a client, with a category and amount.
Billable expenses
Mark a cost to bill back to the client.
Add to an invoice
Put billable expenses on a draft invoice.
Billed & locked
What happens once an expense is invoiced.
Filtering the list
The expense list can be filtered by:
- Client
- Project (follows the chosen client)
- Category
- Billable (yes/no)
- Billed (yes/no)
A category-breakdown summary renders on the page and respects whatever filters you've applied, so you can slice your costs by client, project, or category at a glance.
The expense summary is part of the /expenses page — it isn't a separate report, and it has no
dedicated export. For broader reporting, see Reports overview.
How expenses fit the workflow
A billable expense can be added to a draft invoice as a line, so the client reimburses you. Once billed, the expense locks. See Add to an invoice and Billed & locked.