Adding an Expense

Modified on Fri, 22 Nov, 2024 at 11:04 AM

Cora's Time Sheets functionality enables the user to add expenses.  


Expenses must be allocated to a project and can be task or non-task related.   Files may also be attached, which would allow users to, for example, upload receipts relating to expenses.


Note: To add an expense, firstly enter the time in the time sheet and click SAVE. 

You will not be able to add an expense before you SAVE your time sheet, the option will be greyed out.


  • Click on the ellipses next to the hours added to the time sheet


You have the option to Add Information and Add Expense.

  • Click Add Expense

This opens the Add Expense pane:


  • Fill in the details (category, location and amount, etc.)

To attach any supporting documentation,

  • Click SELECT under upload document.  

This will open file explorer on your computer.

  • Select the document you want to upload


Note:  To remove the uploaded document, Click REMOVE.


When you have completed and uploaded your supporting document(s)

  • Click SAVE


  • Click SUBMIT.



 


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