Add Expenses to Completed Work

Add Expenses to Completed Work

1. Navigate to: Completed Jobs or Approved Jobs
2. Find your completed Job or Visit and click the 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
   • 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.
   • If an expense Item is marked as reimbursable adding the expense will create a Purchase Order and sync to Quickbooks as a bill.
6. 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.