Costs & loading them

Any costs incurred by the firm which need to be passed onto clients in invoices can also be added to the system. These costs can then be written up or off in the same way that a user may invoice time values.

Costs are loaded via a csv file in the ‘Costs’ menu item.

The format for this files is available in the  Cost Import template.csv

As costs are also written back to XPM they are required to be loaded against an XPM job number.