Setting up expenses (video)
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Setting up expenses (video) in the Polaris help.
Learn how to set up and assign expense functionality in Replicon.
This video covers:
- 00:32 Configuring global expense settings
- 04:08 Setting up user-level expense settings
- 06:10 Assigning expense settings to users
Related links
How expenses work
Expense tracking setup checklist
Setting up expense templates
Choosing which columns are available on expense sheets
Setting default billing rates and expense codes for a client
