Regular Users — Tracking and Editing Expenses
If you incur costs on behalf of your company or a client, you can track those expenses in Harvest.
The Expenses functionality is an optional module that might not be enabled in your company’s account. If you don’t see the Expenses section but think you and your teammates might find it useful, please ask an Administrator in the account to consider enabling it.
Tracking expenses in the web app
To track an expense, go to your Expenses section and click the green + New Expense button. Then, enter the following information:
- Project (dropdown): If you don’t see the project you’re looking for, please ask an Administrator to assign you to it.
- Category (dropdown): Expense categories are managed by Administrators in the account. If you don’t see one that matches the expense you’re adding, please ask an Administrator to create a new expense category.
- Amount: This could be either an amount of money (if you’re expensing something like a meal) or a number of units (for example, if you’re recording mileage). If the expense category requires a number of units, an Administrator will have already set the money amount for each unit, and Harvest will automatically calculate the total.
- The currency for an expense is determined by the preferred currency set for the project’s client. If you have an expense in a different currency, you’ll most likely want to manually convert the amount to the project’s currency and, perhaps, add the original amount to the expense notes. An Administrator will be able to tell you exactly what your company’s procedure is for this situation.
- Notes: This field is optional but can be useful for adding more details about the expense, such as the vendor.
- Attach Receipt: You can upload a .png, .gif, .pdf, .jpg, or .jpeg file to each expense. Either click the link to find the file you want to upload, or drag and drop the file into the gray New Expense box.
- This expense is billable: Check this box if the expense amount should be passed on to the client.
Finally, click the Save Expense button.
Editing and deleting expenses in the web app
As long as an expense isn’t locked, you can edit anything about it or delete it. In Expenses, click the pencil icon to the right of the expense entry in question. Then, either edit any of the fields and click Update Expense, or click x Delete and confirm to permanently delete it.
An expense might be locked because it’s already been invoiced, your time and expenses have been approved for the week, or the associated client, project, and/or expense category has been archived. You can’t edit or delete a locked expense entry. Please contact an Administrator in your account if you need to make any changes to a locked expense entry.
Tracking and editing expenses on mobile
If you have the Harvest mobile app on your iPhone or Android phone, you can also track expenses when you’re away from your computer. The mobile apps can be especially useful when you want to attach a receipt to an expense, since you can use your phone’s camera to take a picture or attach one right from your phone’s gallery.
Submitting expenses for approval
If an Administrator has enabled Timesheet Approval in your organization’s account, you’ll see a Submit for Approval link for each week in your Expenses section. Clicking the link will take you to a page where you can review your time and expenses for the week, then click the green Submit for Approval button to confirm.
Note that submitting a week will always submit the time and expenses for that week—there’s not a way to submit them separately.
Once an Administrator or Project Manager has approved your time and expenses for the week, they’ll be locked against further editing. Please contact an Administrator in your account if you need to make any changes to an expense entry that’s already been approved.
You can learn more about Timesheet Approval in this Help Center article.