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Guide

Project expenses

The expense workflow keeps a project cost and its supporting receipt together for review.

  1. Open the project and choose Finance, then Expenses if those pages are available to your membership.
  2. Choose the expense action and enter the receipt details shown in the form. Check the date, currency, amount, and project references against the source document.
  3. Attach the receipt when prompted. Confirm the draft before submitting it for the project's review process.
  4. Return to the expense record to review its current status and any requested changes.

Keep the receipt as the source

Automated extraction can help prepare a draft where available, but check the values against the receipt. Datumspec does not treat an extracted draft as approval or payment.

If Finance or Expenses is missing, ask your project administrator to verify your project membership and financial access settings. Read the project role guide.