- Enter one by one the details of each expense in the expense sheet.
- Double click on the attachment icon or use the Attachment tab on the right side Info panel to attach receipts to the expense.
- If the entire expense sheet is related to a specific project, all included expenses will be billed to this project.
- You can link a specific expense to a specific work item within the project.
- Enter the expense amount in the local currency accompanied by the corresponding currency code, if it differs from the default organization currency.
- Do not forget to enter the corresponding exchange rate, in case you have local amount(s) in a currency that is not managed by your organization.
- If you do not type the currency code for the local amount , the application assumes that the expense is in the organization’s default currency.
- Different expenses from the same expense sheet can be linked to work items from different projects.
- When the expense sheet is linked to a specific project, expenses included in the sheet can be linked to work items that belong to this project only.
