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Expenses Questions
Timesheet and Expenses Approval#31700:03:38
Using restricted Custom Fields it is possible to put an approval process in place for Timesheets and Expenses
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How to Use the Supplier Rate to More Quickly Create and Track Expenses #28900:01:33
The supplier rate applies to contacts tagged as supplier. You can place a rate and when you create an expense and select a supplier, then the hourly rate will be automatically inserted into the expense. Also, the report “Finances: All Expenses” can show you how much you’ve purchased from a given supplier over a given time frame.
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Getting Started Series: Finances & Billing#17900:02:19
Integrated billing tools keep everything tracked for you. Capture billing information from timesheet, projects, products, expenses & subscriptions. This is only possible when you combine projects + products + CRM + Billing in the single application. WORKetc - ONE application for everything.
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