The following guide shows how you can add expenses from the project page. To learn more about the kind of information you need to add an expense, please read our guide Understanding expense tracking information.
Note: The actions presented in this guide require a prior configuration. To learn more, please read our guide Setting up expense types.
Adding an expense from the project page
To begin, go to the expenses section of your project page and click Add expense.
A panel will open on the right-hand side of your screen where you will be able to insert information about your expense. To learn more about that information, please read our guide Understanding expense tracking information.
Once the information is in, click the Save button to validate your modifications and add the expense to your project.
Modifying an expense from the project page
To modify an expense, click on the name of the expense you want to modify or on the pen icon in the Actions column to open the right-hand side panel.
You can then modify the information, and press Save to validate your changes.
Deleting an expense from the project page
To delete an expense, click on the trash icon in the Actions column. You browser will open up a window to ask you to confirm your choice. Click OK to confirm the deletion of the expense.