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Track Additional Expenses

Use Additional Expenses to record non-task charges such as pass-through costs or extra fees, then expose them read only to the customer billing-side reviewers.

additional expenses guidenon-task customer chargesread-only expense review

What Additional Expenses are for

Additional Expenses are non-task customer charges. They help the company side bill costs that should appear on the invoice but are not represented by normal task lines.

  • Expense title
  • Expense date
  • Expense amount
  • Invoice status so the team can see whether the charge has already been billed

Who can access this area

  • Company admins, project managers, and billing managers can add and manage expenses
  • Customer admins, project managers, and billing managers can view the expense list read only
  • Regular members do not manage this area

Important behavior

  • Expenses are paginated in the settings view
  • Once an expense is linked to an invoice, it should be treated as billed history
  • This area is meant for non-task charges, not for replacing task or attendance billing

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