A consistent expense record
Record the expense details your agency needs to review. Keep the amount and description understandable instead of leaving the cost only in an informal message.
Expense management for agenciesKeep agency costs in the business conversation.
Bring expense records into the same workspace as your client work, so costs have a reference when your team reviews the engagement.
Agency expensesView full-size
What does expense management include?
ClientCee's expense management lets agencies record expenses and organise their supporting context, including project-linked expenses where applicable. The CRM also includes expense status controls and recurring expense tools for supported workflows.
Inside the feature
Expense management, with the agency context.
Project context where it matters
Use project-linked expense creation for costs that belong to an engagement. Keep general agency costs distinct from an expense associated with a particular client's work.
Review and recurring records
Use the available status and recurring expense workflows when they match your process. Review the current record and configuration rather than assuming a recurring record has completed a bank payment.
A practical workflow
From a record
to a clear next step.
Record the cost
Add the expense information and the supporting context your reviewer needs.
Choose the right reference
Associate the relevant project when the cost belongs to an engagement, or keep it as a general business expense.
Review the record
Use the applicable status and reporting view to identify questions and keep the information current.
A project cost should be explainable
A client engagement may involve an external asset or a service used for that delivery. Recording the expense with a clear description and appropriate project reference gives the reviewer a better starting point. Whether the cost can be billed back depends on your agreement and invoicing process.
Recurring records still need oversight
A repeating agency cost benefits from a consistent record, but its amount or arrangement can change. Review recurring expense configuration when a service changes and keep the supporting information accurate. A scheduled record is not evidence that a financial transaction has settled.
Common questions
A little more clarity.
Can an expense belong to a project?
ClientCee supports expense creation in project context. Use that association when the cost belongs to a specific engagement and retain enough detail to explain it.
Does an expense record pay a supplier?
An expense record documents a cost. Do not treat creating or updating it as proof that a bank payment has been made or settled.
Are project expenses automatically billed to the client?
Do not assume that recording an expense creates a client charge. Review the agreement and use the appropriate invoice process if the cost should be included in client billing.
Keep the work connected
See where this fits next.
Project management
Connect the engagement, the people doing the work, and the tasks that need attention, with a clearer view for your agency and its clients.
Invoicing & payments
Prepare the invoice, offer the configured payment options, and keep the amount due and payment record visible to the people responsible for billing.
Reports & dashboards
Move from a headline number to the records behind it, with business reports and dashboards built around the agency information in your workspace.
Put it into practice
From project kickoff to invoice: a clearer agency workflowPractical planning tools
Agency project profitability calculator