Add Expenses to Completed Work

Add Expenses to Completed Work

  1. Navigate to: mceclip0.png Jobs > Completed Jobs or Approved Jobs
  2. Find your completed Job or Visit and click down arrow to open up the details
  3. Select the light blue Labor/Expense Details button
  4. Find & expand Expense Details
  5. Select + Expense & complete the expense details
    *Note: If the Expense Item does not already exist, you can select + New Item. You can find more information on how to create an Item here.
    *Only Items categorized as an Expense can be used here. You can find more information on Item categories here.  Note: If an expense item is marked as reimbursable adding the expense will create a Purchase Order and sync to Quickbooks as a bill.
  6. 5. Select Update

Once Expenses have been added to a completed Job or Visit, the information will be visible under Details on the Job show page, as well as on the Job Cost document & various Job Costing reports. 

Note: Expense items cannot be added on job creation. They can only be added on completion or to POs.



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