This article explains how independent contractors can add expenses to their contracts and easily manage all previously uploaded expenses.
Contractors can request reimbursement for expenses from their clients, or choose to pay out-of-pocket and maintain the records for tax purposes.
In this article:
Adding a new expense to a contract
✅ Step 1 – Add expense
Select the (1) Expenses tab on your contractor home page and click (2) Add New Expense
✅ Step 2 – Add reimbursement details
You can add an expense that is either reimbursed by your client, or that you will pay for out-of-pocket.
If you want to request that your client reimburse you for the expense, please select that option.
If you have multiple contracts, select the contract that you are adding this expense to from the dropdown menu.
✅ Step 3 – Add expense details and receipt
Enter the date of the expense and the amount, and provide a description of the expense.
You can also upload the receipt.
Turn on the toggle if you want to make this a recurring expense.
Click Add New Expense.
✅ Step 4 – Review expense status
If you requested reimbursement from your client, you can view the status by selecting the Expenses tab.
The status options are:
- Not Reimbursed (you are paying out-of-pocket)
How to sort and manage expenses
From the Expenses tab on your home page, you can easily sort and filter your uploaded expenses.
You can sort by Date of Expense, Amount, Category, and more.
You can also export the data.
Select the Actions menu to edit details, download the expense as an attachment, or delete an expense.