EVX Product Team
September 15, 2023

How to Enter Actual Expenses in a Project

When working on a project, you'll need to track actual expenses, so they can be properly billed to the client. Here is a step-by-step guide on entering expenses in a project using EVX Software.

1. Go to the Expenses module and search for the relevant project.

2. Select the Budget Expense

Under "Budget Expenses" choose the specific expense item you want to report on.

3. Enter the details

Enter the date, description, quantity, and cost based on the receipt. Upload the receipt file.

4. Click "Add Actual Expenses"

Review the details and click the "Add Actual Expense" button to save.

5. Enter Non-Budgeted Expenses

You can also enter expenses not tied to a budget line item. Just select "Add New Actual Expense" and fill in the details manually.

6. Add from Budget Expenses list

Expenses can also be added directly from the Budget Expenses list view. Select an item, click "Add Actual Expense" and fill in the details.

Following these steps allows you to accurately track project expenses for billing. Contact our team if you have any other questions!

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