Project and Managing Expenses

The Employees working on the Project incur various expenses, sometimes from their own pocket. In ERPNext, then can claim such expenses using Expense Claim

In this Expense Claim, they can also select a Project for which that expense was incurred.

Based on the Expense Claims made for a particular project, total Expense Claim Amount is updated in the Project master, under project costing section.

  • You can create an Expense Claims directly and link it to the Project.

Project - Link Expense Claim

  • Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section

Project - Total Expense Claim