Best Suited for:
- Back Office staff
- Accounting and finance teams
Important Information:
- Expenses can be added from both the back office and the field worker app
- Expenses are linked to specific jobs and can include receipts
- Marking an expense as billable allows it to be billed directly to the customer
- Expense reports help track reimbursable costs by employee
Strategic Workflow:
- Add expenses to jobs
- Attach receipts and assign reimbursement
- Mark expenses as billable or unbillable
- Generate reports to track expenses by employee
Process Description:
- Edit the job
- Select Expenses
- Click Add
- Fill in the expense details:
- Click Add Receipt to upload a file
- Save the Job
Step-by-Step Instruction:
Open the job in Edit mode
Scroll to the Expenses section
Click the Add button in the lower left corner
Enter the following details:
- Date of the expense
- Expense Category
- Purchased From
- Amount
- Check Billable if the expense should appear on the invoice
- Select the employee in Reimburse To
- Click Add Receipt to upload a file
Save the Job
Running Expense Report:
Navigate to Reports > Reports Dashboard
"Reimbursable Expenses by Employee" select the time range of the report or choose Custom
View the report to see:
- Date of expense
- Expense Category
- Job Number
- Customer Name
- Purchased From
- Amount
- Employee to be reimbursed
View in the browser (html) or export to Excel