Expenses

IN THIS ARTICLE

An expense is a one-off product-based estimate associated with a phase.

Services are located in Deal > Estimates > Services.

Expenses are used to estimate fixed and one-off costs associated with a deal - such as setup fees, hardware, travel, entertainment and fixed-price service packages.

For example:

A sone-off setup fee of $10K
10 laptops at $1500/ laptop
5 x domestic flights at $250 / flight
An entertainment budget of $20k USD

Example of one-off expenses (from the updated sample deal)

Estimating expenses

Expenses are similar to services, but without the recurring pricing. You can estimate using fixed price or product resources, and a total units (if applicable).

Limitations

A phase can have up to 50 expenses.
An expense can contain up to 20 tasks
An expense task can have up to 20 estimates

Import / export expenses

You can bulk import and export expenses via the ... menu. You can use this to duplicate expenses between different phases and deals, or to integrate with external platforms.

CSV Format

Both import and export use the same format that supports multiple services and tasks in order.

Column	Description	Allowed values/length	Notes
Expense	Expense name	Maximum 60 characters	Required
Priority	Expense priority	None, Low, Normal, High, Critical	Required
Risk	Expense risk	None, Low, Normal, High	Required
Task	Task name	Maximum 60 characters	Tasks only
Description	Task description	Maximum 240 characters, supports multiple lines if wrapped in “ “ quotation marks	Tasks only
Product	The name of an known resource (product)	Maximum 20 per Task	Tasks only
Estimate	The number of units to include	Number (float)	Tasks only
Unit	The unit type of the product	The unit type of the product	Tasks only

CSV Example

Expense,Priority,Risk,Task,Description,Resource,Estimate,Unit
Misc,None,None,"One-off commencement fee to set up account, run workshop",,Setup fee,1,none
,,,Staff equipment,,Hardware,5,unit
,None,None,,,Storage,1,GB