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Create Expenses
Updated over a week ago

Create Expenses

1. Click Billing in the main nav bar of Canopy, then select Expenses.

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Once you click Expenses, the Expenses table populates.

2. Select Add expense.

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The Add Expense window populates.

3. Add a date.

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Canopy Tip: Expense numbers are automatically generated and cannot be edited.

4. Type the Client name.

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5. Enter a note or description.

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6. Add a Team member to the expense.

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7. Log the Amount for the expense.

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Reminder: Toggle off/on the Billable switch as needed.

8. Click Save.

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The new expense shows up in the Expense table.

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There you have it! Learn how to add this expense to an invoice here.

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