Start by defining the portion of the total budget you'll allocate to other expenses. You can change this at any time.
Go to the project budget
Open the Add role drop down
Select Other Expenses
Enter a budget for Other Expenses
Once you have set the expenses budget allocation, you can start adding the different expense items. You can edit the expenses budget and items at any time.
Go to the Other Expenses tab in the project budget
Enter a name, date, cost and charge for each item
The cost is how much the item costs for your business
The charge is how much you are charging your clients for the item
Click Save
As you enter your expense details, you'll see the total margin, gross profit, cost and charge update. The budget allocation status lets you know if you are above or under your other expenses budget.
Please note that cost and charge will not be specific to the time period your selected on your reports. It is amortized evenly across the length of our project. So if you added a cost of $1200 on March 1st for a year long project, when you look at Project Costs on Reports for January- it will include $100.