Record an expense
- 1
- 2
Choose its context
Enter the date, assigned project, and an active expense category.
- 3
Enter the value
For ordinary categories, enter an amount. For unit-priced categories, enter units and Unify Revenue calculates the amount from the category rate.
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Finish the record
Add optional notes, choose whether it is billable, attach a receipt if needed, and save.
Good to know
Expenses are organized by week. The form stays open after a new save and keeps the date, project, and category so you can enter another related expense quickly.
Edit an expense
Open an expense row to change its date, project, category, notes, value, billable state, or receipt. Expenses already attached to an invoice may be protected by the billing workflow.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.