Using Expenses

To begin, enable the Expense Tracking add-on for your account.

A new tab labeled Expenses will appear in your CurdBee tabs list. Click it and you will be taken to CurdBee’s Expense Tracking homescreen.

Towards the top of the screen, you see the calendar component. Below it sits the expense entry interface and on the sidebar you see several related links, including a link to the Expense Report generation screen.

Using The Calender

The calendar helps you track and organise your tasks across the days of the week.

Use the calendar bar to navigate through the days of the week and even jump from week to week.

For quick navigation across weeks and months, use the handy popup calendar.

Entering An Expense Record

Begin by entering the amount you spent.

Create projects and expense categories on the fly. Begin entering a project or expense and CurdBee will autofill these fields for you based on the content you have already entered. This makes adding repetitive tasks a breeze.

Your expense categories can be edited via the Categories link on the sidebar. Projects are managed via the projects page, accessible via the Manage > Projects menu item.

Add a note if you like. As with all other data entered here, you will be able to use this information if you choose to convert your expense records to invoices or estimates.

Use the checkbox to indicate whether the task is billable. This distinction becomes important when viewing expense reports and generating invoices and estimates.

Editing Expense Records

The expense records entered on each day will appear as a list underneath the entry interface. To edit an expense record, click the relevant link in the Duration column. The entry will be loaded into the entry interface above it, and you can use it to change the record details and even change the date of the record via the calendar.