Control your billable expense spend!

Set budgets for your billable expenses and use these to understand when invoicing whether you are within limits when getting reimbursed from clients.

How it works

Add a project-wide or expense category specific budget for a given project
on the Project Budget page

Track progress towards these limits
on your Project Financials or when adding expenses to an invoice

The tooltips on the invoice builder show the impact of the Included expenses and the potential impact if adding a Logged expense towards the specific budget set. Expenses not tied to a budgeted category will not have a tooltip since there is no maximum spend set.

Lastly, all expenses will now aggregate by category to show cumulative spend on invoices moving forward.
To show specific expense details, there is a new "Expense detail" section that will be shown in the Invoice appendices below the "Time log" (if shown). These details can be set to shown or hidden on the Invoice template.