Tracking Project-Linked Expenses

Easily monitor project expenses, manage approvals, and ensure accurate billing

Tracking project-linked expenses is key to controlling budgets and ensuring fair compensation for resources. Keka PSA simplifies this with tools for tracking, approving, and auditing expenses, helping prevent budget overruns, ensuring timely reimbursements, and maintaining transparency for audits. It centralizes expense management, improves decision-making through spending insights, reduces errors via automation, and enhances invoicing accuracy. 

TABLE OF CONTENTS

• How to Track Project Expenses in Keka PSA
  • Accessing the Project section
  • Viewing Expenses
  • Filtering Expenses
  • Accessing Receipts
    
    

How to Track Project Expenses in Keka PSA

Step-by-Step Process:

1. Accessing the Project Section:

   • Go to Projects in the Project section. Click on the Project List tab. Select the relevant project from the Active Projects list.
     
     
     
     

2. Viewing Expenses:

   • Once inside the project details, navigate to the Expense tab.
     
     
     
     
   • This tab displays all expenses submitted for that project within the chosen date range.

3. Filtering Expenses:

   • Use the available filters to refine your search by:
     • Expense Category
     • Date Range
   • This helps quickly locate specific expenses.

4. Accessing Receipts:

   • Click the link in the Receipts column to view the supporting documents submitted by employees.
     
     
     
     

To explore ways to optimize expense management for better invoicing, check out this guide: Enhanced Expense Management for Improved Invoicing.