Easily add expenses to a job through Accounts Receivables, the quick actions option, or directly in the Job Center.
These steps ensure all your costs are appropriately recorded and easy to track, giving you better control over your project’s finances.
Note:
Go to our Core Concepts page to understand the expense concept.
Add by Account Receivables
- Go to Accounts Receivables: Use this option when adding costs at the company level, which is typical for general expenses not directly tied to a specific job.
- Manual Job Code Entry: If you add an expense here, you can manually enter the job code to ensure the expense is correctly attributed to the relevant job.
Add Expenses Through Job Center
To add expenses through job center:
- Go to Job Center.
- Navigate to the Job Center and select the desired customer.
- Select Add to Job to create an expense or bill.
- Fill the information. Then, select Save.
Alternatively, you can create an expense through Quick Actions by manually entering the job code and selecting Expense.
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Info:
Unlike creating an expense through the Job Center, this method does not automatically code the expense to the job.
What's next?
Keep exploring our platform by taking the next step: Manage time entries page.