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Task - Expenses Functionality

An introduction to the new Expenses functionality in the Task App

Written by Rachel Tommasino

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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