Expenses & Mileage

Expenses allow you to track business-related costs and mileage in one place. You can use these records for tax reporting, reimbursements, and tracking expenses associated with specific client journeys. Expenses can be recorded as standard costs or calculated based on mileage.

Table of Contents

Where to Find It

For teams, access to expenses depends on your role:

  • Team Owners can record and view all expenses for the business.
  • Team Members can only view and manage their own expenses.
  • To record an expense from a client’s profile, a Participant must be assigned to the client’s journey with at least a View+ role.

There are two ways you can access the list of expenses:

All Expenses

If you want to check all the expenses for your business, navigate to the main Billing tab > Expenses.

Whether you're looking at the Monetary or Mileage tab, the Total Amount for all the expenses for the selected time period is shown.

Client-Specific Expenses

If you want to view only the expenses linked to a specific client journey, go to the Client Profile and click on the Expenses tab.