Managing expenses
Manage expense categories from Manage > Expense categories. Expense categories must be added before you can track expenses from Timesheets > Expenses.
Enabling the expenses section
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Click Settings (upper right corner).
- Only Administrators can view and change Account Settings.
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In the Customize modules section, click Choose modules.
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Check Expense tracking, then save.
Adding an expense category
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Go to Manage > Expense categories and click New category.
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Enter the name of your category.
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If your category has a unit price, check the box beside This Expense has a unit price.
- A unit price can be anything you’d like, such as $0.50 per mile or $1 per copy. You’ll track the related expense by quantity (e.g., 2 miles, 5 copies) rather than by price. Harvest will automatically calculate the total price of all units tracked.
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Click Save category.
Tracking expenses
You can read more about tracking expenses here.
Editing, archiving, and deleting expenses
Editing
You can edit expense categories under Manage > Expense categories by clicking the Edit button next to the expense name.
Archiving
You can archive an expense category under Manage > Expense categories. Just click the Archive button that appears to the right of any category name.
Here’s how archiving will affect your account:
- Once you archive a task, you cannot track an expense to it.
- All expenses that were already tracked to the archived category remain intact.
- You can also edit any expense entry tracked to an archived category.
You can restore your archived expense category at any time. To do so:
- Head to Manage > Expense categories.
- Click the View archived categories link in the upper right.
- Click Restore to the left of any archived category.
Deleting
Expense categories can be deleted only if no expenses have been tracked to them. To delete an expense:
- Make sure all expense entries are deleted.
- Go to Manage > Expense categories, and click the Delete button next to the expense name.