• How to Log Expenses

    Overview If you have the appropriate Project Permissions, expenses can be logged in Kantata using a supported web browser or the mobile app. The f...

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  • How to Create an Expense Report

    Premier Customers with Expense Approvals Required Overview Expense Reports allow you to group related expenses within a project, keeping the appro...

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  • How to Cancel an Expense Report

    Kantata OX allows you to cancel an unapproved expense report at any time if there's an error, such as forgetting to include an expense or notes. R...

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  • Expense Budgets Overview

    Expense Budgets improve the accuracy of your project finances by helping you plan for non-labor expenses and costs, independent from the labor plan...

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  • How to Create, Update, and Delete Expense Categories

    Available in: All PlansUser Permissions Needed: Account Administrator Overview Kantata OX has six default expense categories: Entertainment, Food, ...

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  • Enabling Expense Approvals

      Overview To take advantage of Kantata's expense approvals functionality, you need to enable approval at either the account level or on a project...

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  • Expense Approvals

      Overview An important aspect of every business is tracking expenses. You need to know what you are charging the client and what to reimburse. A...

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  • Vendors Settings

      Vendors These settings allow you to create a list of vendors that members can select from when logging an expense. This gives you control over w...

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  • Vendor Expenses

      Overview This feature helps you keep track of non-reimbursable expenses that are reimbursed to vendors, not the individual user who is entering ...

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