How to enter expenses associated with a project in Beeye?

Entering Expenses for a Project

In Beeye, you have several options for entering expenses associated with a project, allowing for precise and centralized financial management of your projects. Here's how to do it:

Add an Expense:
- Click the "Add" button located on the right side of the window.
Fill in the Expense Details:
1. Select the project: Select the project the expense is linked to.
2. Select the associated task: Indicate the specific task related to this expense.
3. Enter a name or title: Give the expense a clear title for easy identification.
4. Specify the date: Select the date on which the expense was incurred.
5. Expense type: Choose the type of expense from the existing list.
6. Add comments: Provide additional details if necessary.
7. Attach files: Upload supporting documents related to the expense, such as invoices or receipts.
Prerequisites:
To be able to record expenses, you must have a specific access right in addition to the one allowing access to the timesheet.
Your permissions must allow you to view and/or edit expenses.

Additional Options
On the Expenses page, you can:

Create custom views: Personalize the display to match your preferences and make tracking easier.
Filter information: Apply filters to find and sort specific expenses quickly.
Group data: Organize expenses by category, project, or other criteria for better visibility.
Rearrange columns: Change the order of columns to display information in the way that works best for you.

These options allow you to organize and track expenses for each project more effectively, ensuring clear records and better financial management of your projects.