Budgets

Expense Entry and Approval

How to add expenses, ask for reimbursement and check the status

Written by Stjepan Šandor
Updated this week

Budget charts

Difference between the three charts on budgets. Revenue vs profitability and invoicing.

Written by Kresimir
Updated over a week ago

Move a budget

Learn how to move a budget to a different project

Written by Stjepan Šandor
Updated over a week ago

Create a custom price list

Learn how to create a price list for a client

Written by Stjepan Šandor
Updated over a week ago

Budget date

What is a budget date and what is it used for?

Written by Kresimir
Updated over a week ago

Expenses

Expense markups help you with billable and non-billable expenses. Add a markup to an expense and it will be factored in automatically.

Written by Kresimir
Updated over a week ago

Fixed discounts

Fixed discounts and how to handle them. How to apply amount discount and make sure reports are accurate.

Written by Kresimir
Updated over a week ago

Line item discounts

Add a discount to each line item in your sales deals, budgets and invoices.

Written by Kresimir
Updated over a week ago

Managing a budget

You can edit, duplicate, deliver or delete a budget at any time. Change the name or responsible person for a budget here too.

Written by Kresimir
Updated over a week ago

Creating a new budget

Create a new budget for each of your projects. You can have multiple budgets on every project. Add services to the budget once it's created.

Written by Kresimir
Updated over a week ago

Recurring budgets

Use recurring budgets to manage retainer projects or maintenance projects. Recurring budgets are created automatically. Used for retainers.

Written by Kresimir
Updated over a week ago

Time entries in a budget

Budget time entries show you how many hours your team has spent working on each budget. Both billable and non-billable time is shown.

Written by Kresimir
Updated over a week ago