Add an expense
Record a material or tooling expense with its line items, and optionally book it against a job.
Add an expense from the Add expense button on the Expenses page. It opens a full-page form where you enter what you bought, from whom, and the individual items that make it up. The same form is used when you edit an expense later.
The expense header
Start with what the expense is and where it belongs.
| Field | What to enter |
|---|---|
| Type | Material or tooling. This decides which tab the expense lands on and which total it adds to. |
| Supplier | The company you bought from. Only companies saved as suppliers appear here. |
| Work order | Optionally, the job this spend is for. Leave it as none if it is a general cost. |
| Date | The date of the expense. Starts at today. |
Add the supplier first
The supplier list only shows companies whose type is Supplier. If the one you need is not there, add it on the Companies page first, then come back.
The line items
An expense is made up of one or more items. For each, enter a description, a quantity and its unit, a unit price, and a VAT rate. The VAT rate starts from your financial settings, and the unit defaults to kilograms for material and pieces for tooling.
Add each item to the list, and it shows in a running summary with the net total, the VAT, and the total including VAT. You can edit or remove an item before saving.
Saving
You can save once you have a supplier, a date, and at least one item. The expense is created and appears on the Expenses page under its type.
Booking an expense against a job
Linking an expense to a work order is what makes it count against that job. It then shows in the job's Expenses column on the Income details page, and lowers that job's profit. Leave the work order as none for costs that do not belong to a single job.