Expenses in AlgoSphere track business costs — whether internal overhead, project costs, or billable expenses passed on to customers.
Recording an Expense
- Navigate to Expenses and click Record Expense.
- Fill in the expense details.
- Click Save.
Expense Fields
| Field | Description |
|---|---|
| Expense Name | Description of what was purchased |
| Category | Group expenses by type (Travel, Software, Marketing, etc.) |
| Amount | Total cost of the expense |
| Expense Date | When the expense was incurred |
| Customer | Link to a customer if billable |
| Project | Link to a project for project-level reporting |
| Billable | Whether this expense can be invoiced to the customer |
| Receipt | Upload a photo or scan of the receipt |
Billable Expenses
When Billable is enabled and a customer is selected, the expense appears in that customer's billing queue. You can later convert it to an invoice line item via Sales → Invoices → New Invoice → Billing.
Expense Categories
Create and manage expense categories at Setup → Finance → Expense Categories. Categories are useful for grouping and reporting — for example, seeing total spend on Software vs Travel.
Expense Reports
View expense summaries at Reports → Expenses. Filter by date range, customer, project, category, or staff member.