Business operations

Record expenses and attach receipts

Track approved event costs and reimbursement records.

1. Open Operations → Event finances at /finance, choose the event, and select View finances.
2. Under Expenses, select Add expense and enter its date, category, vendor, description, amount, and notes. Select Save expense.
3. Open Review and use Attach receipt for a PDF, JPEG, PNG, or WebP file up to 10 MB. The saved receipt is available to authorized workspace users.
4. Review the planned expense and select Approve when ready. To remove an eligible cost from use, select Void and record the reason.
5. After payment outside the app, use Record reimbursement/payment and enter the payment reference. Download CSV for the event’s expense ledger.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.