Start by defining the portion of the total budget you'll allocate to other expenses. You can change this at any time.

  1. Go to the project budget

  2. Open the Add role drop down

  3. Select Other Expenses

  4. 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.

  1. Go to the Other Expenses tab in the project budget

  2. 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

  3. 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.

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