Documenting expenses ensures transparency and control over project costs, you can expenditure with both company and personal money and capture internal materials costs, linking them directly to project analytics for tracking. In Wiplist, expenses integrate with project analytics and reporting, offering insights to guide decision-making.
Navigate to your Project, click on the Expense tab, click on + New Expense and you will be prompted to select if this was a:
Company,
Personal (and reimbursable), or
Material, for material or internal stock items.
Once you have chosen an expense type, a pop-up will show all the information required to capture the expense, including uploading a copy of the bill/receipt. When all items are filled out, including the description, the Authorise Expense will highlight blue.
Depending on your level of access, authorisation may be required to authorise the expense. For more information on submitting and authorising purchase orders, read the Knowledge base article Submitting a expense for internal approval and Approving a submitted expense.