How expenses work

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Use expenses to record business costs such as materials, gas, equipment, general expenses, vehicle maintenance, or project-related costs.

Common expense information:

- Expense category.

- Vendor.

- Amount.

- Date.

- Payment method.

- Related customer, job, project, equipment, or vehicle when available.

- Receipt or image.

- Notes.

Steps:

1. Open Expenses.

2. Choose the expense type or category.

3. Enter amount, date, vendor, and payment details.

4. Attach a receipt or image if available.

5. Connect the expense to the correct job, project, equipment, or vehicle when needed.

6. Save the expense.

Why this matters:

Clean expense data improves job costing, reports, vendor tracking, and profitability.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.