The expense list gives managers one place to review costs across jobs and team members. Use it to search expenses, add new records, edit existing records, and keep reimbursement details accurate.
Open Expenses to manage expenses.
Add an expense
When adding an expense, include the amount, date, description, job, reimbursement details, accounting code, and receipt when available.
Clear expense records help with job costing, payroll review, and accounting exports.
Edit an expense
Open an existing expense to correct the amount, job, receipt, reimbursement details, or notes. Keep corrections timely so reports stay accurate.
Search and review
Use search to find expenses by description, job, team member, or other details. Review expenses regularly before confirming payroll or analyzing job profitability.
Related workflows
Expense data connects to Timesheet and expense tracking, Jobs, and Expenses and Reimbursements Report.