If a single expense applies to more than one project, you can split and allocate it across multiple projects. This helps ensure accurate cost distribution and job costing.
Example Scenario
Total Expense: $300 (15 bags of Portland cement)
Allocation:
Project A → 10 bags
Project B → 5 bags
Step 1: Select Multiple Projects
While adding or editing an expense, select multiple projects
Click “Next”
Step 2: Choose Allocation Type
You will have two options:
Allocate to the Overall Project
Select “To the Overall Project”
The system will prompt you to split the total amount between the selected projects
Split the Expense
Enter the amount for each project (including taxes)
Ensure the total matches the original expense
Click Save / Confirm
The expense will be allocated to multiple projects
In the main table:
You will see the number of projects
Hover (or tap on mobile) to view project names
Allocate to Specific Line Items
Select “To Specific Line Items”
Click “Confirm”
Select line items for each project
Distribute the expense accordingly
Include taxes if applicable
Click “Confirm” again
Expense is allocated at the line-item level across multiple projects
Job Costing reflects a detailed distribution per project
Final Outcome
After allocation:
The expense appears in the main Expenses table
It is linked to all selected projects
Costs are properly reflected in Job Costing for each project
Best Practice
Always ensure the total split equals the original expense
Use:
Overall allocation → for general costs
Line item allocation → for detailed tracking
This feature is especially useful when:
Materials are shared across projects
Bulk purchases are distributed
Costs need to be tracked accurately across multiple jobs