Each expense item in Setup and Operation has its own detailed view — a small dashboard that brings together budget, forecast and posted amounts for that specific item, along with its invoices and attachments. Useful when you want to dig into one item without losing the big picture.
How to open it
Go to the production code in Setup and Operation (for example Scaffolding).
Click into the expense item itself.
The detailed view looks like this:
What you'll find there
Overview — budget, forecast and posted amounts for the item in one place.
Budget — how the item is accrued across the months, and what has actually been posted, in table form.
Invoices — all invoices routed to this expense item.
Files — upload attachments that belong to the item, for example documentation of costs or income.
See the main article Setup and Operation for how expense items are created and accrued.