Once you are logged into your account, click on “Expenses” from the left-side panel to access the main Expenses table. By default, this table displays all expenses recorded in the system.
At the top of the page, there are two rows of controls that help you filter, search, and manage expenses efficiently.
The first row includes category filters, a search bar, and the main action button. You can filter expenses by:
Materials
Subcontractors
Equipment
All (default view)
Alongside this, the Search bar allows you to quickly find specific expenses by typing:
Description
Vendor name
Project name
Customer name
The search works in real time, meaning results appear instantly as you type without pressing Enter. It only searches within the currently selected filters.
On the right side, the “Add Expense” button allows you to create a new expense entry.
The second row of filters is based on allocation status:
All (Default)
Not Allocated
Partially Allocated
Allocated Overall
Allocated by Line Item
Each status shows the number of expenses under it. These filters work together with the category filters. For example:
Selecting Materials + Not Allocated shows only unallocated material expenses
Selecting Subcontractors + Partially Allocated shows only partially allocated subcontractor expenses
If you cannot find an expense, ensure the correct filters are selected or switch to “All” to view everything.
If the number of expenses exceeds the limit per page, pagination appears at the bottom. This allows you to navigate between pages and keeps the table clean and organized.
Expense List
Each row in the table represents an expense and includes the following details:
Date Purchased: The date the expense occurred
Description: A short explanation (e.g., cement, equipment rental, subcontractor work)
Amount: Total cost including taxes
Payee/Vendor: The supplier or subcontractor associated with the expense
Customer(s)/Project(s): Shows which project(s) the expense is assigned to
If an expense is linked to multiple projects, the system displays a count. Hovering over it will show the exact project names.
Status: Indicates allocation type (Not Allocated, Partially Allocated, Allocated Overall, Allocated by Line Item)
Unallocated Amount: Shows any remaining amount not yet assigned (displays “–” if fully allocated)
Uploaded By: The user who created the expense (Admin, Foreman, etc.)
Uploaded Date: The date the expense was added to the system
At the end of each row, there is a three-dot menu that provides additional actions:
Edit: Modify any expense details such as amount, vendor, or allocation
See Attachment: View uploaded files like receipts or documents. If no file is attached, a message will indicate that
Delete: Remove the expense. A confirmation pop-up will appear to either cancel or proceed with deletion
