Project expense tracking and invoicing

When working with projects, the platform allows separating financial flows for each project individually. This is necessary for accounting to issue payments and acts by departments or business units.

Payment separation by projects

By default, all client payments and expenses are collected together. If you need to separate financial flows, you can enable the payment separation option in the provider settings.

To enable payment separation by projects:

Go to Project management → Project settings.
Select the provider and click the Change button.
Enable the Issue payments for expenses separately by projects option.
Click Ok to save the changes.

After enabling the setting:

the monthly payment for unpaid expenses is issued separately for each client project;
expenses for services outside projects are included in a separate payment;
a Project column appears in the expense, payment, and act lists;
a Project field appears in the expense filter for data selection.

Creating a payment for expenses manually

To create a payment for unpaid expenses for a specific project:

Go to the Clients → Clients → select a client → click Payments.
Click Create.
Select a provider.
Enable the Payment for unpaid expenses option.
Select the payment type.
In the Project field, select:
- a specific project to pay expenses for this project only;
- Outside projects — to pay for expenses that do not belong to any project;
- All expenses — to pay for all unpaid expenses of the client.
Select an expense by payment and click Next.
Complete the remaining steps and save the changes.

Useful tips