Adding Project Expenses and how to sync expenses for Invoicing.

From the Project Details page, you can add project expenses by clicking on the "+ Add Expense" button located at the bottom of the page.

Fill in the required details: Name, Phase (select the phase where the expense falls into), Start Date (optional), End Date (optional), and Cost. The "Billable" checkbox determines if the cost should be reimbursed by the client.

After filling in the details, click "Save" to apply the changes.

The changes made should automatically update the forecast table. You can verify this by navigating to the Forecasts tab, scrolling down to the Expenses table, and expanding the phase where you categorized the expense. The corresponding amount should be visible under the specified dates.

Go to the Invoices tab, then click "+ Create Invoice".

Select the project name and the dates you want to invoice, then click "Continue".

Enter an Invoice name and click the "Sync expenses" button.

Choose the expenses to invoice and click the "Sync expenses to invoice" button.

Once you sync, the expenses should appear as line items under the specific phase in the invoice.

You can adjust the expense quantity by changing the value relative to the project's completion rate or progress.

You can also enhance the Description line using the Description Codes. Click on the "?" icon next to the column name, scroll down, and select the code you wish to use.

After clicking, it will be copied and you need to paste it in the description field along with the percentage sign (%).

Click anywhere on the screen, and it will display the progress rate based on the quantity value you set.

Finally, click on the "Save invoice" button twice to complete creating the invoice.

After saving the invoice, it will update the remaining cost for the project based on the recorded expenses. To verify this, create a new Invoice again, sync the expenses, and in the Sync expenses window, you should see the remaining cost accurately updated.