How to Log Expenses and Attach Receipts

Logging expenses against the right job and cost line is what makes project costing actually work. Here's how to do it from the office or the field.

Step-by-step

1. Open the project you want to log an expense against, then click the Project Costing tab.
2. Click Add expense on the line item the expense belongs to (or use Add cost line for unplanned spend).
3. Enter the amount, vendor, and date. Add a short description so it's clear later.
4. Attach a photo of the receipt (you can snap it from your phone) or upload a PDF.
5. Save. The expense rolls into the project's Actual column and into your reports automatically.

Tips

• Use the receipt-submit flow on mobile to capture receipts before you lose them.
• Tag personal cards reimbursable so they show up correctly in payroll/expense reports.

Related articles

• How to Use Project Costing
• How to Create an Invoice