Record an expense
Last updated: July 17, 2026
Before you begin
Section titled “Before you begin”Sign in, open the project, and have the expense details ready.
Permission note
Section titled “Permission note”Creating an expense requires the project’s expense-create permission.
- Open the project Reports tab and select the Expenditure view, or choose Expense from the shared add activity picker.
- Enter the available expense information.
- Review the details and save the entry.
- Return to the expenditure view to find the recorded spend.
Expected result
Section titled “Expected result”The expense is recorded for the project and can appear in the feed as a linked activity.
Troubleshooting
Section titled “Troubleshooting”If the expense option is unavailable, your project role does not have expense-create permission. If the entry does not appear, refresh the expenditure view and check the selected date or filter.