Expense Tracking
What is an Expense
An expense in Yonetior represents a cost incurred during the course of a project. Expenses are always linked to a specific project, allowing you to track spending at the project level. Each expense record includes the amount, date, category, and a description of what the cost was for.
Creating a New Expense
To record a new expense, follow these steps.
Editing and Deleting Expenses
Existing expenses can be modified by clicking on them and updating the fields. You can change the amount, date, category, or description at any time. To remove an expense, use the delete action. Deleted expenses are removed from reports and totals. If the expense was linked to a receipt, the receipt is automatically released and can be linked to a new expense.
Filtering and Search
The expense list supports filtering by date range, category, and project. You can also search by description text to find specific expenses. These filters work together to help you quickly locate the records you need, whether for reporting or review purposes.
Billable Expenses
If you want to pass an expense on to a client, you can mark it as billable by checking the "Billable to Client" option. When this option is enabled, selecting the associated client becomes mandatory. Billable expenses are displayed separately in reports and on the client detail page, making them easy to distinguish from internal costs.
Reimbursement Visibility
You can track paid and unpaid reimbursement totals per employee based on who incurred the expense. The Reimbursements tab makes field spending visible across the team and shows at a glance who should be reimbursed and by how much.