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Task - Expenses Functionality

An introduction to the new Expenses functionality in the Task App

Rachel Tommasino avatar
Written by Rachel Tommasino
Updated over 2 months ago

Adding Task-Related Expenses

Team members can add expenses related to a task directly in the Tasks App before the task is marked as completed. However, once a task is completed, this option will no longer be available.


​Adding Expenses via the Web Version
​

In the web version of the Tasks, team members can add expenses for tasks that are currently in progress. To do so:

  1. Select Edit Report from the three-dot menu in the task.

  2. Click the Add Expense button to enter the necessary details.

Once a task is marked as completed, this option will no longer be available.

Tracking Expenses in the Owners Module

Once a task is marked as Done, any associated expenses will be automatically added to the Expenses tab within the Owners module. This ensures that all task-related costs are properly recorded and easily accessible for review.

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