Add an Expense

Learn how to easily and quickly add a new expense

You can now add an expense much more easily in Plannuh, without having to click or scroll as much. You can see your entire expense in one screen, which is consistent for all of the places that you can create an expense. And when you're finished, you can choose to save & close, save & create another expense, or simply navigate somewhere else. 

How to Create a New Expense

There are multiple different places in Plannuh where you can create an expense, and each has its purpose.

Create menu on the navigation bar

On the navigation bar click on the Create drop down and select "New Expense".

Plus symbol on the Expenses page

The Expenses page can be accessed by going to the Manage menu on the navigation bar and selecting "Expenses". When you get to this page, click on the small circular button with the plus symbol at the top left of the Expense list.

When viewing a campaign or expense group

Within a campaign or expense group, simply click "Add Expense" on the middle-right side of the page.

When you create an expense this way, the parent field in the new expense will automatically populate to whatever campaign or expense group the expense was created within.

Save & New

When you finish creating or making changes to an expense, you can hit "Save & New" to save those changes and create a new blank expense. This is a way to manually create multiple new expenses in quick succession.

Duplicate Expense

The final way to create a new expense is when you would like to create a duplicate of an expense. This can be done in the Manage Expense dropdown, where you can also move the existing expense to a different budget or delete it. Duplicating an expense will create an exact copy of that expense with the name preceded by "Copy".

Expense Details

When creating a new expense, there are an assortment of informational fields that you can fill out to give as much context and detail to the expense as possible. Some of these fields, which are marked by an asterisk next to their name, are essential pieces of information that must be filled out to create the new expense. For a more in-depth look at each of these fields, refer to Getting to Know an Expense in Plannuh.

Essential Expense Details

The following are the necessary pieces of information for creating a new expense:

• Expense name
• Expense type
• Segment
• Currency
• Expense Timeframe

Optional Expense Details

The following are the optional pieces of information for creating a new expense:

• Delivery date
• Vendor
• GL Code
• PO #
• Parent
• Tags
• Attachments
• Notes
• Source (automatically fills)