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How do I record an expense for a project?

To record an expense for a project click on the green Create menu in the top right of your screen and select New Expense.


You’ll now be presented with the New Expense form.


On the form you’ll see a field labeled Project. Use this drop down field to select the project you'd like the expense to be associated with. Doing so will list the expense on the Project Details screen for the project, as well as allow you to add the expense to an invoice for the project in order to get reimbursed. Project expenses will have a status of either “Billed” or “Unbilled” and also get calculated into a project’s profit/loss metrics.

To learn more about expenses view our Expense support articles.

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