Bills and Expenses can now be managed across projects in a global page. This page is only available to pro team members with admin permissions. Learn more about managing pro team roles and permissions here.
To access the global bills & expenses, navigate to the new Bills & Expenses page under the More dropdown on the main navigation.
A list of all* bills and expenses will appear in the table on this page, which mimics the project-level bills and expenses pages. The page can be searched or filtered by project.
*Users are able to see bills and expenses from projects where they have financial permissions. If a bill or expense is split across multiple projects, the user must have access to financials on at least one project to view the bill or expense and edit financials permissions on all projects to edit the bill or expense. Read more about project-level permissions here.
Adding a Bill or Expense
New bills and expenses can be added with the + Add Item button in the top right corner. After selecting Add a Bill or Add an Expense, the appropriate modal will open. This looks the same as the bill and expense modals on the project-level:
Similarly, existing bills and expenses can be edited if the user has edit financials permissions to all associated projects. Selecting a bill or expense's name from the table opens the item's modal where it can be edited. A warning message will show if the user does not have permission to edit the item.
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