Overview
The Operating Expenses page shows expenses that have been confirmed as operating or overhead costs. These are business expenses that are not directly related to a specific client project — things like office supplies, subscriptions, utilities, or general overheads.
How Expenses Get Here
Expenses appear on this page when they are confirmed as operating expenses from the Incoming Expenses page. When you review an incoming expense and determine it's an operational cost rather than a project expense, confirming it as an operating expense moves it here.
What You Can Do
Review Operating Expenses
Browse and filter your operating expenses by supplier, date, amount, and state. This gives you visibility into your operational spending.
Reassign to a Project
If an expense was incorrectly confirmed as operating, you can move it back to the Incoming page and assign it to the correct project.
Manage Supplier Invoices
Operating expenses work the same as project expenses — you can attach PDFs, manage line items, track payments, and send remittances.
Operating vs Project Expenses
| Operating Expenses | Project Expenses | |
|---|---|---|
| Purpose | Operational/overhead costs | Client or project-related costs |
| Location | Operating Expenses page | Within a specific project |
| Reporting | Appear in overall P&L | Appear in project-level reports |
| Assignment | Not tied to a client project | Assigned to a named project |
Best Practice
Use operating expenses for genuine overhead costs that don't belong to any specific project. This keeps your project financials clean and gives you a clear view of operational spending separately from project costs.