Task Expense Recording

This is the second way to record expenses while resource is updating the task, expenses can be tagged from the task board itself.

• Navigate to Task board-(Birds Eye View/List View)

• Click on the highlighted part-Customer name/Task ID

Birds Eye View

List View

The following pop up will appear- Click on Expenses-Add new Expense

Fill up all the expense details like type, description, amount etc as shown in the pop up below and click on save.