Creating and Categorizing Expenses

Expenses in Voltasis track costs incurred on projects — travel, software licenses, materials, and other out-of-pocket costs. You can categorize them, attach receipts, and add billable expenses to client invoices.

Create an expense

1. Go to Expenses in the sidebar.
2. Click New Expense.
3. Fill in the expense details:
   • Description — What the expense is for.
   • Amount — The cost.
   • Date — When the expense was incurred.
   • Project — The project this expense is associated with.
   • Category — Select a category (see below).
4. Set the expense as Billable or Non-Billable.
5. Click Save.

Expense categories

Categories help you organize and report on expenses. Default categories include:

• Travel
• Meals & Entertainment
• Software & Tools
• Office Supplies
• Equipment
• Professional Services
• Other

Admins: You can customize expense categories in Settings > Expenses.

Edit or delete an expense

1. Click on an expense in the Expenses list.
2. Update any fields and click Save, or click Delete to remove it.

Tip: Mark expenses as billable if you plan to pass them through to the client. You can add billable expenses to invoices later.

Filter and search

Use the filters on the Expenses page to narrow the list by:

• Project — Show expenses for a specific project.
• Category — Filter by expense category.
• Date range — Show expenses from a specific period.
• Billable status — Billable, non-billable, or all.