• How to Add Expense?

  How to Add Expense? Step 1: Go to Side menu >Expense >New Expense Step 2: Enter Expense Category, Date, Amount, Member, Description , Attach file for supporting Document, Click on Additional Feature to add Project and Task Name to the Expense. Click on Save Button. Expense listing will beFew readers

• How to enable Expense module in an Organization

  How to enable Expense module in an Organization Step 1 Settings General Settings >organisations>Expense setting Step 2 Click on toggle(3) button to Enable/Disable the Expense settings. by default it will be disabled (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758Few readers

• How Revenue is calculated in Budget?

  Revenue This represents the total income generated from the project associated with the budget. It helps track whether the project is meeting financial goals. It’s calculated based on billable hours, fixed charges, budget, expenses and invested time inthe project. Monitoring revenue alongside costs ensures the project stays profitable and aligns with the expected margins. - Mathematical CalFew readers

• Budget Listing Details

  Budgets The Budget option in Workstatus helps you set, track, and manage project and employee budgets effectively. This feature ensures better resource planning, cost control, and helps keep your projects profitable and on track. Roles and Permissions: Owner/Manager/Delivery Head: They can Add/View Budgets. Team Lead (User): They can't Add/View Budgets. Department Head (User): They can't Add/View Budgets. Project Manager (User): They can't Add Budgets, but they can View BudgetFew readers

• How to Add/Create Budget in Workstatus?

  How to Add or Create Budget ? The Budget option in Workstatus helps you set, track, and manage project and employee budgets effectively. Adding budget to a project improves quality, speeds up delivery, reduces risks, supports innovation, and increases stakeholder satisfaction — leading to a more efficient and successful outcome. Roles and Permissions: Owner/Manager/Delivery Head: They can Add/View Budgets. Team Lead (User): They can't Add/View Budgets. Department Head (User): TheFew readers

• How to set Bill/Pay rate of members

  Step 1: Select Financials then Budgets from the main navigation menu. Step 2: Click on Budget for which you change bill rate. Step 2: Go to the Bill Rate tab and click on the Bill rate of the user whose rate you want to change. (https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4ebFew readers

• Edit Invoice Based on Time & Expense

  Edit Invoice Based on Time & Expense: You can access Edit Invoice page for Time & Expense based Invoice by Viewing "Time Based" Invoice from 3 dots. You will be redirected to Edit Invoice page where you can access and edit the billed time and expenses details about the invoice. OnFew readers

• How to view Budget Details

  Step 1: Select Financials then Budgets from the main navigation menu. Step 2: Click on Budget for which you want to see details. Step 3: Budget detail screen will open. Here is the month-wise data of the budget spent in graphical form. (https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/Few readers

• How to Edit/ Delete a budget

  Step 1: Select Financials then Budgets from the main navigation menu and click on 3 dots adjacent to a budget. Step 2: Click on Edit Budget button. Step 3: Edit Budget drawer will open. From here you can do required changes in the budget and click on Edit Budget button. (https://storage.crFew readers

• How to Add Project-wise Expense

  How to Add Project-wise Expense? Step 1: Go to Side menu >Project. Step 2: Click on three dots next to project name and go to Financials. Step 2: Go to Expense Tab and click on "Add Expense" button. Step 3: EntFew readers

• Invoice Listing Details

  Invoicing Workstatus provides a straightforward invoicing feature that helps track billable hours and generate clear, professional invoices. It supports detailed reporting, and smooth integration with time tracking, making it easier to manage billing and payments accurately. Roles and Permissions: Owner/Manager: They can Add/View Invoices. Delivery Head: They can't Add/View Invoices. Team Lead (User): They can't Add/View Invoices. Department Head (User): They can't Add/View InvoiFew readers

• How to Add Invoice ?

  How to Add Invoice in Workstatus ? Workstatus provides a straightforward invoicing feature that helps track billable hours and generate clear, professional invoices. It supports detailed reporting, and smooth integration with time tracking, making it easier to manage billing and payments accurately. Roles and Permissions: Owner/Manager: They can Add/View Invoices. Delivery Head: They can't Add/View Invoices. Team Lead (User): They can't Add/View Invoices. Department Head (User):Few readers

• How to Add Budget to a project

  How to Add Budgets to Project *Step 1 * : Go to Financials >Budget >>Lands to Budget listing page Here , we can see the list of budgets made wrt to the Projects. STEP 1 Click on "Add budget" button STEP 2 Select the Project, Budget name and Budget currency in the "Create new Budget" drawer.Few readers

• How to add Unbilled Time & Expense in Invoice ?

  How to Add Unbilled Time & Expense in Invoice ? You can Add Unbilled Time & Expense in Invoice from Unbilled Time and Unbilled Expense drawer, simply you have to View Invoice and go to "Add Unbilled Time / Expense" drawer. This option can only be seen into Time based Invoices, for Fixed Price Invoice, you cannot add Time & Expense. You will be redirected to Unbilled Time / Expenses list draweFew readers