How to Log Expenses

Log materials and other costs so each job shows real profit.

Add an expense

1. From the dashboard, click New on Expenses, or go to Expenses → New.
2. Enter amount, date, and description.
3. Attach the expense to a project when it belongs to a job.
4. Save.

Receipt scan

On mobile, use receipt capture when available to fill amount and details faster, then review before saving.

Tips

• Log receipts the same day from the truck when you can.
• Separate job materials from general truck stock so job profit stays accurate.