Keep project context and costs beside its tasks, time, and customer documents.

1. Open the project

Go to Worklog → Projects and select its name. Confirm the customer shown below the project title.

The project has separate tabs for Notes, Timelogs, Expenses, Estimates, and Invoices.
The project has separate tabs for Notes, Timelogs, Expenses, Estimates, and Invoices.

2. Add context in Notes

Open Notes and choose Add Note, or use Add → Add Note at the top of the project. Enter a clear title and the relevant details, then save.

3. Record a real project cost

Use Add → Create Expense or open Purchases → Expenses. Choose the same customer and project, enter the actual cost and paying account, and save.

4. Find linked documents

Open the project’s Expenses, Estimates, or Invoices tab. Check the linked record itself for its current state and amount before editing or billing it.