At the top, the Budget and expense lines block shows four figures: Total budget (from the project card), Reserved (planned + committed), Used (invoiced + paid) and Available balance. If active expenses exceed the budget, a warning is shown.
- Find the Add a new expense line form.
- Fill in the Description, and choose a Category and Status (e.g. planned, committed, invoiced, paid).
- Enter the Expense date, Amount (net, €) and VAT rate (%). The VAT amount and Gross total are calculated automatically.
- Optionally: Supplier, Invoice no., Notes.
- Save. The expense line appears in the table and the figures are updated.
You change the total budget in the Edit project block, in the Budget (EUR) field.