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Expenses

The Expenses module tracks billable reimbursements and internal overhead costs. Expenses are grouped into weekly Entries, each containing individual Items.

Status Filters

Expense entries move through: DraftSubmittedApprovedPaid (or Rejected).

Adding an Expense Item

  • Specify Chargeable (billable to client) or Non-Chargeable (internal cost).
  • For chargeable items, link to the relevant Client and Service.
  • Enter the amount, expense category, and a description.
  • Attach a receipt — Upload the supporting document directly to the expense item.

Expense Report Tabs

  • Summary — High-level totals: chargeable vs. non-chargeable amounts for the week.
  • Details — Itemised breakdown of every expense entry.
  • Files — All receipts and supporting documents uploaded against this expense report.

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