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EXPENSES AND BUDGETS

Track the spend.
Watch the budget.

Log expenses against each project with receipts and categories, approve them, and see budget vs actual for hours and spending.

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Expense tracking is on every plan.

Expenses where the project lives

Project expense tracking in Angelwood happens on each project’s Expenses tab. Record the amount, category, merchant and date, attach a receipt, and approve or reject each expense. Filter by category or status to find what needs attention.

Budget vs actual

The project’s Insights tab compares hours and spending with the project’s hours and expense budgets, shows expenses by category, and works out the net amount after expenses alongside what’s been invoiced and collected. Expenses also feed profitability reports.

HOW TO

How to use expense tracking in Angelwood

Log and approve an expense

  1. Open the projectGo to Projects, open the project and select the Expenses tab.
  2. Add the expenseSelect Add Expense. Enter the amount, category, merchant and date, and attach the receipt.
  3. Approve itApprove or reject pending expenses from the list. Use the filters to see expenses by category or status.
  4. Check budget vs actualOpen the Insights tab to compare hours and spending with the budget and see the net after expenses.

GOOD QUESTIONS

Questions about this feature.

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Can I attach receipts?

Yes. Each expense can have a receipt, which you can open from the expense list.

Do expenses need approval?

Expenses can be approved or rejected from the project’s Expenses tab, so you know which costs are confirmed.

Where do I see budget vs actual?

On the project’s Insights tab, which shows hours and expense budgets against what’s been used.

KEEP EXPLORING

Related features and guides.

Profitability reportsInvoicesPSA software overview

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