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Eddish Docs

Record expenses

Open Expenses to see what’s been recorded this year. Filter by project or category, group by month or project, or search the notes. Total, Billable and Unbilled add up what’s shown.

The Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by monthThe Expenses page, grouped by month

Person chooses whose expenses you see; while it shows everyone’s, each row names its person under the project. As an Admin you can change anyone’s. Other people’s open read only; only Admins change them.

You see your own expenses.

If your account approves expenses, a State column and filter show where each one stands, and each is submitted for approval on its own; see Approve time and expenses.

  1. Choose New expense.

  2. Pick the project and category, enter the amount and a note saying what it was for. The date is today unless you change it. Choose Add receipt to attach up to five images or PDFs. Tick I paid for this and should be paid back if you’re owed the money.

    The New expense panel: project, category, amount and noteThe New expense panel: project, category, amount and note

  3. Choose Save expense. The panel closes and the expense appears in the list.

    The Expenses page with the new expense listedThe Expenses page with the new expense listed

Some categories are counted in units, such as mileage: you enter how many, and the amount is worked out for you. Categories are set up in Expense categories.