Expenses
Managing expenses
Add, review, filter, edit, and delete costs connected to a collaboration.
Updated August 22, 2026
Expenses record costs associated with a collaboration. They can optionally connect to a delivery and category, and they include both the amount paid and a business-currency amount for reporting.
Add an expense
- 1Open Expenses and choose Add Expense.
- 2Select the collaboration and, if relevant, the delivery that caused the cost.
- 3Enter the expense date, amount, currency, description, and notes.
- 4Choose a category or create one from the category picker. When the expense currency differs from your business currency, review the exchange rate and business amount.
- 5Save the expense, then use its detail page to review or edit it.
Find and maintain expenses
- Search by expense description, collaboration, brand, or creator.
- Filter by brand, creator, category, date range, and collaboration status.
- Sort by date, created date, or amount.
- Delete an expense only after checking the confirmation prompt; it should no longer contribute to workspace totals.
Related guides
Managing expense categories
Create reusable categories for expenses and keep category reporting meaningful.
Reading Analytics
Use Analytics to compare recognized revenue, expenses, collaboration performance, and delivery progress.
Creating and managing collaborations
Set up a deal, connect it to a brand and creator, and use its detail page as the source of truth.