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Harvest - Expenses

Approved expenses are tracked through Harvest. When you submit your invoice it will be reviewed and approved by an administrator. 
How to Enter and Edit Expenses
You can enter all of your expenses and submit them for approval with the rest of your time sheet.

Adding an Expense
  1. Go to Timesheets > Expenses.
  2. Click the green Add Expense button.
  3. Choose your date, project, and category. Enter your amount, which may be a monetary amount or another unit that you chose under Manage > Expenses. You can also add a note or expense receipt.
  4. Check the box beside This expense is billable if necessary. “Billable” means you will invoice your client for the expense. Non billable expenses are not billed to your clients. They cannot be pulled into an invoice, and are not included in your un-invoiced amounts.
  5. Click Add Expense.


How to Edit or Delete Expenses 
You can edit expenses under Manage > Expenses by clicking the Edit button next to the expense name.
Note: Your list of expense options—which we call expense categories—can be added and edited under Manage > Expenses. You can read more about managing expense categories here.


Note: Ensure all receipts pictures are fully legible.  
Uploading a Receipt 
In Time sheets > Expenses you can upload a receipt when you add an expense. There are two ways to do this:

  1. Click the Attach Receipt link.
  2. Drag and drop your receipt image into the gray Add Expense box.
Some things to keep in mind:

  • You can upload these file types: .png, .gif, .pdf, .jpg, .jpeg
  • Receipts are not automatically sent when expenses are included in an invoice. We recommend exporting a PDF of an expense report and sending that in addition to the invoice.
  • You can also upload receipts from the iPhone app.



Categories

Harvest - Signing In

Harvest - Profile

Harvest - Time Sheet

Harvest - Expenses


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