Managing your project expenses the right way is key to staying on budget and keeping things financially on track. Without the proper tools, it’s easy for costs to pile up, deadlines to slip, and projects to run into trouble.
That’s where onProject comes in. In this video, we’ll show you how to use onProject to keep your expenses organized and well-documented. By tracking everything in real time, you’ll avoid surprises, stay within budget, and generate accurate, professional expense reports with ease.
To add expenses to your project, follow these steps:
1. Go to the Expenses menu in your project.
2. Click the + Add button.
3. A pop-up will open for you to enter expense details.
4. In the Date field, select the date when the expense occurred.
5. Provide a brief description of the expense in the Expense description field.
6. In the Budget item field, select the budget item corresponding to the expense.
7. In the Supplier field, select the person or the organisation to whom the expense has been paid.
Note: If you cannot find the supplier in the dropdown list, search for it in the blank field or add a new supplier by clicking on the +New. To modify existing supplier information, select the supplier from the dropdown menu and click on Edit.
8. Enter the total amount paid in the Total Amount field, and specify the total quantity included in that payment. If there is no quantity, enter 1.
9. In the Currency drop-down menu, select the currency in which the expense was paid. If the paid currency differs from the reporting/project currency, provide the exchange rate, and the total amount will be automatically calculated for the project currency. If the paid currency is the same as the project currency, enter 1 in the Rate field.
10. If you want to include additional information about the expense, such as tax amount or invoice number, click on + Add more details. This step is optional.
11. Click Save to save the expense. You can edit or delete it later by clicking the corresponding icon next to the expense entry.
12. Continue adding other project expenses as needed.
Note: If you want to find specific expenses click the Filters button or search by specific word in the Search field.
