Add Expenses to Completed Work
Navigate to:
Completed Jobs or
Approved Jobs
Find your completed Job or Visit and click the down arrow to open up the details
Select the light blue Labor/Expense Details button
Find & expand Expense Details
Select + Expense & complete the expense details
If the Expense Item does not already exist, you can select + New Item. You can find more information on how to create an Item in the Items Overview article.
Only Items categorized as an Expense can be used here. You can find more information in the Item Categories article.
If an expense Item is marked as reimbursable adding the expense will create a Purchase Order and sync to Quickbooks as a bill.
Select Update
Once Expenses have been added to a completed Job or Visit, the information will be visible under Details on the Job show page, as well as on the Job Cost document & various Job Costing reports.
⚠️ Expense items cannot be added on job creation. They can only be added on completion or to POs.