Use the Clarity365 mobile app to assign an expense to a customer or project. Please note: On our mobile app ALL user permissions will only see customers, contracts and projects they are assigned to. If you cannot see a customer, contract or project please check you are correctly assigned.
Assigning a General Expense to a Customer or Project:
1. Add a new expense as normal until the Billing section
2. Click Yes
3. Choose the customer from the drop-down list
4. Choose the branch from the drop-down list
5. Choose the contract from the drop-down list
6. Choose the project from the drop-down list
7. Choose a phase & task from the drop-down list
Please note, all fields are mandatory. If you do not want to assign the expense to a contract, project, phase or task, please choose No Contract etc. from the drop down box.