Expenses

Expenses lists every expense with spend in the selected period, across all portfolios, with totals by type above the table.

• Filter by type, project, portfolio, status and more from each column's header.
• Search descriptions and categories with the search box.
• A recurring expense's Date is its occurrence inside the period. Turn on the In period column from Columns to see how many times it falls in the period, such as ×3 for a monthly bill in a quarter.

• Capex: capital spending, such as hardware and other assets.
• Opex: operating costs, such as cloud bills, subscriptions and services.
• Labor: people costs you record directly, such as a contractor's invoice. Labor for people on your roster comes from their allocations, so don't record it twice.

Select New expense here, Add expense on a project's page, or describe it in the command bar. You'll fill in:

• Project, Type, Category (such as Cloud or Hardware) and an optional Description.
• Amount (USD) and Date.
• Recurrence: One-time, Monthly, Quarterly or Yearly. A recurring expense can have an End date; without one it keeps recurring.

Capex and opex expenses have a status:

• Scheduled: its date hasn't arrived yet.
• Overdue: its date has passed and it isn't marked spent.
• Spent: you've confirmed the money went out.

Select the status to mark an expense spent, and select it again to undo. Overdue expenses are listed in the Dashboard's Needs attention.

• Use the edit button on an expense's row to change it. For a recurring expense, the date you edit is when the series starts.
• Split expense replaces one expense with several one-time payments on different dates. The payments must add up to the original amount.
• Tick several expenses to delete them together. If someone changed one of them in the meantime, nothing is deleted and you're asked to try again.