Expense Tracking

Overview

Track out-of-pocket expenses incurred on jobs and optionally pass them through to clients on invoices.

Logging an Expense

1. Open the job where the expense was incurred.
2. Navigate to the Costs tab.
3. Click Add Cost and select the appropriate cost template.
4. Enter the quantity, unit cost, and any notes.
5. If this should be billed to the client, ensure Billable is toggled on.
6. Upload a receipt image by clicking the receipt icon.

Markup & Sell Pricing

Each cost can have a sell price calculated by:

• Fixed sell — set an explicit sell price per unit
• Markup percentage — automatically calculate sell from cost + markup %
• At cost — pass through with no markup

⚠️ Warning: Costs marked as "Exclude from Bill" won't appear on supplier bills even if they have a supplier assigned.

Linking to Suppliers

Assign a supplier to any cost for purchase order generation and supplier bill tracking. This connects your cost management to your procurement workflow.