In Zevbit, an expense can only be allocated to a project after the estimate (proposal) has been signed and approved.
This ensures that:
Expenses are linked to active, confirmed projects
Job costing remains accurate and meaningful
Costs are tracked only against approved work
If the estimate is not signed, the system will not show the project you want to allocate the expense in the list while in the process of adding the expense.
Note: You may see other projects that have been either signed or internally approved.
The estimate can also be internally approved by an admin user so the system shows it available to allocate expenses.
Check the Estimate to know how to sign the estimate in the system.
Warning Message
The system will display a message if the user searches for the unapproved project in the search bar
Available Options
Option 1: Don’t Allocate
Saves the expense successfully
Status will be: Not Allocated
The expense:
Will not be linked to any project
Will not impact Job Costing
Allocating Later (Important)
If you saved the expense without allocation, and once the estimate is signed:
You can edit the existing expense
Allocate it to the active project
Option 2: Back
Returns to the expense form
Allows you to:
Edit details
Cancel creation
Summary
Allocation requires a signed estimate
Without approval:
Expenses can still be saved
But it cannot be allocated
Allocation can be done later once the project becomes active