Productive

A guide to expense account settings in Productive — covering payment fields, reimbursement, approval, markup defaults, and how to review logged expenses.

Expenses: Admin Overview

Set up a service in your budget to track billable or unbillable expenses in Productive and enable users to log them correctly.

How to Set Up an Expense Line Item in a Budget

Learn how to access the expense input screen.

Where to Find the Expense Input Screen?

Learn how to fill in and submit an expense in Productive, from basic details and line items to payment, reimbursement, and attachments.

How to Submit an Expense

Save an expense without linking it to a budget or deal. You can assign a service and allocate it later.

How to Submit an Expense Without Selecting a Service

Set up expense approvals in Productive — configure policies, assign approvers, and understand how the approval flow works for submitters and reviewers.

Expense Approval: Setup and Flow

There are a few reasons why you may be unable to add an expense item for a service in Productive. Let's see what they are!

Can't Log an Expense?

Quickly duplicate an expense with most details intact, saving time and ensuring consistency when managing similar expenses.

How to Duplicate an Expense

Use the Tax on Expenses feature to select tax rates during expense entry, ensuring accurate cost calculations and tax tracking.

Including Tax When Submitting Expenses

Learn how to submit an expense with no internal cost and bill the client a fixed amount using the markup field.

How to Log a Zero-Cost Billable Expense

Expenses

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