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
From the homepage, select the Add Expenses and Other Adjustments option from the Quick Access card.
✅ Step 2 – Add reimbursement details
Contractors can add an expense that is either reimbursed by the client, or that will be paid for out-of-pocket.
To request that the client reimburse an expense, please select that option.
For contractors who have multiple contracts, select a contract from the drop down menu where the expense will be added.
✅ Step 3 – Add expense details and receipt
Enter the date and amount of the expense, and provide a description of the expense.
Contractors can also upload the receipt.
Turn on the toggle to make this a recurring expense.
✅ Step 4 – Review expense status
After requesting reimbursement from a client, contractors can view the status by selecting the Expenses tab under the Finance icon.
The status options are:
- Pending
- Approved
- Reimbursed
- Denied
- Not Reimbursed (Contractor is paying out-of-pocket)
How to Sort and Manage Expenses
From the Expenses tab, contractors can easily sort and filter the uploaded expenses.
Contractors can sort by Date of Expense, Amount, Category, and more.
Select the three-dot Actions menu to download the expense as an attachment, or to delete.