Add miscellaneous expenses manually

1. Go to Time & Expenses.
2. In the Timecard and Expense Stats section, select the three-dot menu icon () in the Misc. Expenses row and select Add Misc. Expenses.
   Alternatively, select the Misc. Expenses feature in the Time & Expenses section on the Project Home page, and then select Actions > Add Misc. Expenses.
3. Select the Project and Prime Contract number.
4. Optionally, select a CO # and a WO #.
5. Optionally, update the Company, Expense Contact, Payment Type, or Payee.

   If Payee Type is set to Vendor, the Payee Company field is required. For credit card payments, select the credit card company (for example, Amex).

6. In the Expenses section, do the following for each expense:
   1. Select the Date.
   2. Optionally, select the Expense Type.
   3. Enter a Description.
   4. Optionally, update the Quantity.
   5. Optionally, enter the Unit and Unit Price.
   6. Select the Cost Code.
   7. Optionally, select the Tax code.
   8. Optionally, update the Resource.

      This field categorizes the expense as material (M), labor (L), equipment (E), subcontract (S), or other (O). The default is O.

   9. For Cost Plus prime contracts, select the Billable status as follows:

      • Billable: The expense can be included in a prime contract invoice.

      • Unbillable: The expense cannot be included in a prime contract invoice.

      • On Hold: It is not yet determined whether the expense can be billed to the customer.

      Ignore this field for Fixed Lump Sum and Unit Price contracts.

7. If you’re an Administrator or Financial Administrator, select the Status Date and set the Status field to Approved.

8. Select Save & Close.