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Marlon-Landicho
Level 1

How do I add purchases I made to a project? We have a retail store and do projects as well, how do i add the cost of of the products i get in our store to a project

 
1 Comment 1
Adrian_A
Moderator

How do I add purchases I made to a project? We have a retail store and do projects as well, how do i add the cost of of the products i get in our store to a project

We can add the purchases as billable to the project, Marlon-Landicho.

 

Before doing so, we'll have to turn on the 

 

  1. From the Gear icon, select Account and Settings.
  2. Go to the Expenses tab.
  3. Click the pencil (edit) icon on the Bills and expenses section.
  4. Tick the Make expenses and items billable box.
  5. Click Save, and then Done.

 

Then, you're good to bill the purchases to the project. I'll show you how:

 

  1. From the + New button, select Bill.
  2. Enter a vendor's name.
  3. Go to the Item details section.
  4. Select a PRODUCT/SERVICEQTYRATE, and AMOUNT.
  5. Tick the BILLABLE column.
  6. Select the project to where you want to add the purchases.
  7. Click Save and close.

 

I've also added these articles when creating a project:

 

 

Don't hesitate to tag my name in your reply if you still need my help. Keep safe!