Under Expenses > My Expenses you can record project-related expenses and, if needed, assign them to suppliers – for example hotel invoices, travel tickets or external services. Expenses can optionally be passed on to the customer for invoicing.
Note: Expenses can only be recorded for projects or processes where the setting "Expense recording possible: Yes" is enabled. Available with ZEP Professional or ZEP Compact with the Revenue & Costs module.
For a complete guide to recording expenses – including the expense table, expense types, payment methods, VAT, private portions, supplier assignment and credit notes – please refer to the article Recording Expenses.
Special Features of Process Selection
When recording an expense, only projects to which you are assigned as a project member are available in the selection list. The following applies to process selection:
Expenses can only be recorded for processes to which you are assigned. An asterisk (*) indicates your assignment to the respective process.
Processes with a non-bookable status are displayed in grey in the table.
When processes are grouped hierarchically, grouping processes are shown in bold. Expenses cannot be booked to a grouping process.
Expense Inbox
If you are an administrator or controller, an additional tab Expense Inbox is available next to My Expenses. All information about this can be found in the article Receipt Inbox.