Add an Expense

Experience the convenience of accessing the complete expense details on a single screen, ensuring uniformity throughout all expense creation sections. Upon completion, you have the option to save and exit, save and proceed to create another expense, or explore different sections.

How to Create a New Expense

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

1. On the menu bar click Create and select New Expense from the drop-down list.
   
2. The detail page appears, add the following details:
   • Expense Name 
   • Planned Amount 
   • Actual Amount
   • Timeframe
   • Status
   • GL Code
   • PO Number
   • Vendor Name 
   • Invoice Number
   • Source
   • Owner 
   • Expense Type
   • Delivery Date
   • Segment
   • Parent
   • Create Related Expense(s)
     • This option allows you to add any additional expense.
       
     • Click the + icon, and select the timeframe for additional related expenses.
     • Click Create.
       
3. Tags
4. Attach Document
5. Notes
6. Click Save & Close or Save & Create New Expense as required.
   

Plus symbol on the Expenses page

1. The Expenses page can be accessed by going to Manage > Expenses > All Expenses.
2. The Expenses page appears, click the plus + icon at the top.

When Viewing a Campaign or Expense Group

You can create an Expense within a Campaign or Expense Group, simply click Add Expense.

When you create an expense this way, the parent field in the new expense will be automatically populated with the campaign or expense group within which the expense was created.

Save & New

After completing the creation or modification of an expense, selecting the Save & New option will save those changes and simultaneously generate a new blank expense. This method enables you to generate multiple new expenses rapidly manually.

Duplicate Expense

Another way to generate a new expense is to replicate an existing one. This can be done in the Manage dropdown, where you can also transfer the current expense to another budget or delete it. Creating a duplicate expense generates an exact copy of the original expense with the name prefixed by Copy.

Expense Details

When creating a new expense, there is 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 these fields, refer to Getting to Know an Expense.

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)