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Enter expenses (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Enter your expenses at least weekly—or at the frequency requested by your managers—to ensure your clients are invoiced and you’re credited correctly.

If you’re using the web app:

  1. Go to Project Service > Expenses. This brings up your calendar.

  2. To see your calendar for the previous or next week, click Previous or Next. Click Today to get back to the current week.

  3. To enter an expense, either click New or double-click in the calendar under the day you want to enter time for.

  4. Fill in the fields in the New Expense form, and then click Save.

  5. Continue entering your expenses for the week. When you’re done and everything looks correct, click Submit. A manager will review and approve your expenses.

  6. If you want to change an entry that you already submitted, select the entry in your calendar, and then click Recall.

  7. If you’d rather see a list of what you’re working on, click Grid.

    If you’re using the mobile app:

  8. From the menu, go to Expenses. You can switch to Day, Week, or Month view, or go to the previous or next time period.

  9. Tap … and tap New.

  10. Fill in the details as necessary, and then tap Save.

See Also

Time, Expense, and Collaboration Guide