Create Expenses
1. Click Billing in the main nav bar of Canopy, then select Expenses.
Once you click Expenses, the Expenses table populates.
2. Select Add expense.
The Add Expense window populates.
3. Add a date.
Canopy Tip: Expense numbers are automatically generated and cannot be edited.
4. Type the Client name.
5. Enter a note or description.
6. Add a Team member to the expense.
7. Log the Amount for the expense.
Reminder: Toggle off/on the Billable switch as needed.
8. Click Save.
The new expense shows up in the Expense table.
There you have it! Learn how to add this expense to an invoice here.