Turn Expenses into Revenue
In the updated TMetric, we want to present our users with a very useful feature - the Expenses module. This functionality can significantly simplify tracking of indirect expenses (transport, software, etc.) and facilitate getting paid for them.
Additionally, we've added the ability to attach files to your invoices and customize the app sidebar to fit your workflow.
Please note that the Expenses feature is available in both the Business and Professional plans.
Categorize Expenses
To get started with expenses, first add expense categories in TMetric. The Owner or an admin can do this by opening the Expenses page and clicking the gear icon to access expense settings.
On the Expense Categories page, you’ll see a list of default categories. To add a new one, click New Category. In the Create Expense Category dialog, enter a category name and click Save. If you need to set a unit price for the category, check the corresponding box, then enter its name, currency, and amount. Finally, click Save.
The category will appear in the list. Once a category is added, team members can use it when adding an expense. You can edit, archive/restore or delete a category on the Expense Categories page by clicking its overflow menu.
View Expenses
All created expenses are displayed on the Expenses page. You can filter them by Date, Team, Category, Project, or Status (Invoiced, etc.), or use search to find a specific expense. From this page, you can also edit or delete entries as needed.
Add Expense
In TMetric, you can add an expense by clicking the Add Expense button on the Expenses page. In the dialog that opens, fill in the fields and click Save.
Edit Expense
When you need to edit an expense, go to the Expenses page, click the three-dot menu next to the expense you want to change, and select Edit.
After making all necessary changes, click Save.
Invoice Expenses
Now, when creating an invoice, you can include expenses. Simply enable the corresponding toggle and, if needed, choose how to group them.
The expenses will be added and displayed on the invoice, allowing you to bill your client for them. This increases transparency and reduces client concerns about the budget.
Other Features
Adding files to an invoice
When sending an invoice to your client from TMetric, you can now attach files up to 20 MB in size. These files are securely stored to ensure maximum protection. Your client will see them as attachments in the email they receive.
Customizing sidebar
It’s now possible to display or hide sidebar items within the workspace settings. This lets you customize the workspace by showing only relevant sidebar items, making it simpler and easier for your team to focus and avoid confusion.
About TMetric
TMetric is a time tracking web app for both freelancers and big companies. Great control over time intervals and project budgets, flexible billable rates, crystal clear reporting, transparent team monitoring, and lots of integrations, all wrapped up into a light interface. Calculation on how much time is spent on certain projects, clients, and tasks in an instant.