Assigning an expense to a job
Put each receipt on the job it belongs to so material costs land in the right margin.
Pick the job when you save
The receipt form has a job selector listing your open jobs. Completed and closed jobs are left out, so you cannot accidentally post this week's materials to a job you finished in March.
- Open the receipt form and scan or enter the expense.
- Choose the job from the job list.
- If you are not sure yet, leave it unassigned and pick the job later.
- Click Save receipt.
Clearing the unassigned pile
The Receipts page keeps count of anything without a job. The header line tells you how many need one, and the Needs job filter shows only those. In the table, an unassigned receipt carries an amber Needs job marker instead of a job name.
Work that pile down before the end of the month. An unassigned receipt is real money that is not showing up in any job cost.
Why it matters
Receipts are the materials half of job costing. Approved hours become labor cost, scanned receipts become materials, and the two together are what your live margin against the contract value is built from. A receipt on the wrong job makes one job look better than it is and another look worse.
Seeing what a job has spent
- Click Jobs and open the job.
- Open the Receipts tab to see the expenses filed against it.
- Open the Costs tab for the breakdown against the contract value.
From a cost figure you can work back to the individual receipt, and from the receipt to the photo of the paper it came from.
What workers see
Workers see their own receipts and the jobs they are assigned to. Job margins, budgets, and other workers' pay are owner-only, and that is enforced on the server rather than just hidden in the app.