Configure expense categories (Project Service)

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

Your consultants incur expenses when they work for your clients, including airfare, meals, mileage, and other expenses. Set up expense categories your consultants can use to enter their expenses, so you can invoice your client for those expenses.

Each expense category can have its own unit group and unit. You can define pricing for each expense category for each unit in the unit group assigned to the expense category.

1. Go to Project Service > Expense Categories.

2. Click New.

3. In the General area, fill in the fields as needed. It’s a good practice to set up the following expense categories at a minimum:

   • Airfare

   • Hotel

   • Meal

   • Car rental

   • Per diem

4. Click Save at the bottom right corner of the screen.

See Also

Configure Project Service Automation