How can my team enter project expenses?

Team members can add expenses at the task level, use a centralized worksheet for bulk entry, or submit from mobile with receipt scanning and mileage capture.

Can we route expense reports for approval?

Yes. Expense reports follow your company policies and can be routed to default or user-selected approvers with comments and audit history.

Do expense codes support billable and reimbursable types?

Yes. You can configure and assign expense codes, including billable and reimbursable flags, and set task-level defaults and permissions.

Can approved expenses sync to our accounting system?

Yes. Approved expenses can be exported to QuickBooks or Excel, or integrated to other systems via open APIs for reimbursement and invoicing.

Track, submit, and approve project expenses—anywhere.

Capture non-labor costs from worksheets, tasks, or mobile. Scan receipts, apply billable/reimbursable codes, and route expense reports for approval with full audit history—then export to accounting for reimbursement and invoicing.

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Flexible capture

Enter expenses the way your teams work.

Add non-labor costs and revenue directly to tasks.
Use expense entry worksheets for bulk entry and review.
Customize and assign expense codes (billable, reimbursable, etc.).
Filter expenses by project, task, date, or resource.
Configure task-level settings: default billable flag, permissions, enablement.

Mobile-friendly

Scan receipts and submit on the go.

Capture and submit expenses in real time from mobile.
Snap photos of receipts with OCR scanning.
Add mileage and required details while in the field.

Control & compliance

Route for approval and sync to accounting.

Submit expense reports based on company policies.
Route reports for approval with comments and audit history.
Choose default approvers or allow user-selected reviewers.
Automatically export approved expenses to QuickBooks, Excel, or via API.

What sets Project Insight apart from other tools?

Centralized worksheet. Enter, edit, and submit expenses in one place for faster processing.
Multiple entry methods. Task-level, worksheet, and mobile—choose what fits the work.
Finance-ready reporting. Real-time visibility for finance, accounting, and PMO teams.
Flexible approvals. Use default approvers or let users select the right reviewer.
Materials & consumables. Bulk entry interface supports non-labor project costs.
Seamless integrations. QuickBooks, Excel, and open APIs keep reimbursement and invoicing in sync.