Managing out-of-pocket expenses in Productive

Whenever you add an expense to a Productive budget, you can mark it as either billable or non-billable.

Non-billable

  • Will not be billed to the client

  • The revenue will stay the same

  • The expense will not show up in the invoice

Billable

  • Will be billed to the client

  • The revenue will also increase

  • The expense will show up on the invoice

Turn this on if you want to add this expense to your client's invoice.

Adding markup

Productive allows you to add your default markup when adding an expense – in this case, 5%.

All you have to do is add this 5 % and the billable amount is calculated automatically, saving you the trouble.

To submit an expense for approval, take a look at this article.

Add an Expense in the Revamped Budget Editor and Track Time on Pieces

If you are using the new Budget editor, you will notice there are no more out-of-pocket expenses.


In order to add an expense, you will first need to create a service line item with the Unit set as Piece.

By clicking on the 📄 icon, you can enable or disable the expense tracking option.

Go to Expenses, and click on the +New button.

By clicking on the 🕑 icon, you can enable or disable the time tracking option.

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