Overview
Projects allow employees to tag expense claims to specific business projects or cost centres, making it easier to track and report expenses by project.
Adding a New Project
- Go to Expense > Configuration > Projects
- Click + New Project
- Enter the Project Name and optional project code or description
- Click Save
Importing Projects in Bulk
- Click Import Projects
- Download the import template
- Fill in your project list in the template
- Upload the completed file
- Review and confirm the import
Enabling the Projects Field
After adding projects, ensure the Projects field is enabled under Configuration > Preferences > Fields Customisation. Employees will then see a Project dropdown on the claim form.