Adding an Expense
Open a job and navigate to the Expenses tab.
Click Add Expense.
Enter the following details
Item Name and Description
Total Cost
Reimburse To (choose technician or “Not Reimbursable”)
Date of the expense
Upload a receipt or document (max 5 MB).
Click Add Expense to save.
Key Features
Expense Tracking – View total and reimbursable costs at a glance.
Receipts Upload – Store all supporting documentation digitally.
Profitability Impact – Automatically reflected in the job’s cost and profit summary.
QuickBooks Sync – All expenses can be synced directly to QuickBooks Online, ensuring accounting data stays accurate and up to date.
Benefits
Centralized record of all job-related costs.
Accurate profitability insights per job.
Simplified bookkeeping and reimbursement management.
Reduced manual data entry through QuickBooks sync.