Expenses Overview
The Expenses module helps you track and manage all business-related costs in one place. You can record expenses, attach receipts, assign them to jobs or team members, and monitor their reimbursement status.
Here you can view and manage all expenses at a glance:
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A searchable and filterable table view shows expense details.
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Columns include Date, Item Name, Details, Total Amount, Reimbursed To, Status, and Linked Job.
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The + New Expense button allows you to quickly add new costs.
This dashboard keeps your expense tracking organized, transparent, and up to date.
New Expenses Form
This screen lets you create a new expense entry:
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Item Name & Details – Describe the expense clearly.
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Date & Total with Tax – Record when the expense was made and the full cost.
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Reimburse To – Assign who will be reimbursed (e.g., employee or supplier).
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Job – Link the expense to a specific job or project for accountability.
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Status – Track whether the expense is Pending, Approved, or Paid.
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Upload Receipt – Attach proof of payment (images, PDFs, etc.).
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Voice Option – You can even start recording notes with the microphone shortcut.
This ensures every cost is logged, categorized, and backed up with documentation.
