Add Expenses to Completed Work

Table of Contents

I. Add Expenses to Completed Work

- Navigation & Set-Up

- Example

 

I. Add Expenses to Completed Work

Expenses can be added to completed Jobs or Visits

 

Navigation & Set-Up

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

4. 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. 

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. 

 

Example:

Screen_Recording_2021-07-01_at_12.52.52_PM.gif

 

 

 

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