Create Expenses from Emails

In Trak, you can now add an expense directly from any email with an attachment. This will be very handy for any company who wants to quickly create expense from orders without having to download, open and switch between pages, saving you time.

To do this, go to the email you want to create an expense from, whether it's in a job or in the email inbox. From there, click the three dots next to the email and select Create Expense. This will bring up a window with a preview of the attachment on the left and the expense field options to fill out on the right. Once created, the expense will be created against the job.

If you have any questions surrounding this feature or any others you would like to know more about, please reach out to us as contact@trak.co or click here to book a free demo.