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Record an expense during a visit

View as MarkdownOpen in ClaudeOpen in ChatGPTOpen in GeminiOpen in CopilotOpen in Perplexity

Log a spend against the visit you’re on, instead of filing it as a general expense afterward.

Before you start

  • You need the expense permissions for creating an expense and reading expense types.
  • Your workspace must have the Expenses feature enabled.
  • You can record only one expense per visit.

Steps

  1. From the visit view, open Visit Expenses and choose Add expense to visit.
  2. Fill in the expense form as usual. The type list here includes both general expense types and any types set up as visit-only.
  3. Save. The expense is linked to this visit and appears tagged as visit-sourced wherever expenses are listed.

What can go wrong

You’ve already added an expense to this visit. Only one expense is allowed per visit — you’ll need to delete the existing one first if you have the permission to do so, or ask someone who does.