On desktop? Click HERE for the desktop help article.
Rounded makes it easy to on-charge expenses to a client when required.
For more information about adding expenses, click HERE.
1) Open the mobile app and log in
2) Tap Expense
3) Create a new expense or tap on an existing expense
4) Tap Assign a client then select a client
The expense(s) will then be available to select the next time an invoice is created for that client:
Tap Include expenses to add or remove an expense. To add an expense, tick the box next to it; uncheck it to remove the expense.
If the total of the expense (i.e. in the event a markup is added) needs to be changed, do so on the draft invoice by clicking the expense item.
This will not change the total of the original expense record.
NOTE: If a receipt is attached to the expense record it will be made available to be included in the invoice. There’s an option not to include it.
Tap the expense item and the switch to remove the attached receipt.
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!