Eclipse Cloud Feature

Financial Management

Record business and employee expenses with categories, receipts, approval status, project or client references, and billable flags. Project pages compare recorded costs with a project-level planned budget. Category budgets, automated budget alerts, invoice import of billable expenses, and financial Excel exports are not currently available.

What It Solves

  • Track all business expenses in one place
  • Manage receipts and expense documentation
  • Review recorded expenses by status and category
  • Flag expenses as billable for operational reference

Key Capabilities

  • Expense tracking with categorization
  • Receipt management (upload and store)
  • Project and client expense association
  • Expense approval workflow
  • Project-level planned-budget comparison
  • Billable expense flag for follow-up
  • Expense summaries in the financial workspace

How It Works

1

Log expenses with amount, category, and receipt

2

Link to project or client if applicable

3

Mark an expense as billable when follow-up is required

4

Submit for approval if required by your role

5

Review expense totals and project profitability separately

Frequently Asked Questions

Ready to Get Started with Finance?

Put this module to work in your Eclipse Cloud workspace for $30/month.

Secure hosted checkout
All features included
Cancel anytime