What are expenses?

An expense in Gipo refers to any amount spent to carry out a task or project such as:

  • travel expenses (tolls, fuel, etc.);
  • accommodation;
  • food;
  • purchase of materials;
  • subscription to services;
  • hiring of external labor;

Record expenses to manage and analyze task and project costs.

Expense classification

Expenses can be classified in two ways:

Billable – the amount of the expense will be reimbursed by the client through an extra charge and will not be incorporated into the cost of the project.

Non-billable – expenses will have their value appropriated to the project cost.

Expense types

Expense types are ways of classifying expenses to facilitate their identification both internally for cost calculation and also for display in the invoice to be sent to the customer, if it is billable. They can be configured in Settings > Customization > Expense Type.

How to export expenses

To export expenses, click on “Expenses” in the side navigation bar and then on “Expense Options*” and then click on “Export (.csv)”

It is also possible to export an expense report in PDF format.

Access the Expenses routine and test the PDF export:

  • With/without filter applied;
  • With/without records selected;
  • Test different grouping modes:

– By user: groups by user responsible for the expense

– By Project: Groups and displays the client name below the project

– By customer: groups all expenses by customer

To perform the action, simply click on “Options*” > “Print”

The “Options” button for expenses is located to the left of the “+New expense” button, on the top navigation bar of the “Expenses” screen and is represented by three vertical dots

Updated on 10/18/2024

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