How to Assign Expenses to Employees or Projects

Overview
Attribute costs to specific team members or projects for precise internal billing and profitability analysis.

Steps

1. When adding/editing an expense, locate the Employee and Project dropdowns.

2. Select the appropriate employee name.

3. Select the related project (if applicable).

4. Click Save.

Tips

• If you don’t see a project, ensure it’s enabled under Finance → Finance Settings → Modules.

• Use consistent naming on projects to avoid confusion.

Troubleshooting / FAQs

• Q: Employee list is empty.

  • A: Check that users have the “Can log expenses” permission under Roles & Permissions.