Adding Expenses

Here you will find a complete walkthrough on how to add expenses in TMetric. When workspace members have indirect expenses (transport, software, etc.) and want to be reimbursed for them, they can add them.

Note: Only the owner and admins with extended permissions can add expenses for other members and edit the members’ names in the expenses.

To add an expense

1. In the sidebar, click Expenses.

2. On the Expenses page, click the Add Expense button.

3. In the dialog that opens, fill in the following fields:

• Date - the date when the spending happened, i.e., when you paid.
• Team Member - by default, shows the name of the member who adds the expense. 
• Project - indicates the project associated with the expense.
• Category - the category an expense belongs to (e.g., transport, food,etc.).
• Amount - the total cost of an expense, displayed in the currency of the selected project.
• Billable - a checkbox to mark an expense as billable or non-billable.
• Description - an optional field that can contain up to 400 characters.

4. When finished, click Save. 

5. The expense appears on the Expenses page.

Note: If the project or category currency changes, all previously saved expenses remain unchanged, their currency is not updated automatically. The same applies when the unit price of an expense category is changed. When a project associated with an expense is deleted, the expense is reassigned to No project.