Expenses are costs connected to your work. They can be general or assigned to a project. When assigned to projects and categories, they become easier to filter, report, and include in customer-facing reviews.
Create an expense
- Open Expenses.
- Choose Create expense.
- Enter the expense name.
- Select the date.
- Choose a project or leave it as general.
- Select a category when available.
- Enter the total amount, currency, and VAT rate.
- Save the expense.
Expense fields
Use the expense name to describe what was purchased or paid. The date should match the receipt or booking date. The project assignment should reflect the work the cost belongs to.
VAT can be entered with the expense, which helps when reviewing cost totals later. If VAT handling is important for invoicing or accounting, verify the exported data before using it outside Time & Bill.
Expense categories
Projects can define expense categories. Typical categories include parking, mileage, postage, travel, hotel, public transport, material, court fees, and miscellaneous costs.
Consistent categories make expense reports easier to read. If a team uses expenses, agree on category names before many entries are created.
Monthly review
The expenses page is organized by month. Use the previous and next month controls to review older or newer costs. Filter by project or category when a month contains many entries.
Expense reports
Use Expenses by interval in Reports to review expenses across a selected period. Team expense reports are available for team-enabled accounts and can show costs entered by different people.