Adding Expenses

Last Updated: August 29, 2024

Adding Expenses

In this article, we will guide you on how to add expenses to keep your budget on track and accurately recorded, facilitating better financial management and planning for your construction project.

Instructions:

Step 1. Getting to Add Expenses

Locate and click on Financials

Fig.1: Project Dashboard

In the Cost Tracker section, click the Add Expenses button.

Fig.2: Add Expenses

Step 2: Input necessary Information:

Date

Document Ref

Document Date

Type – Select from the dropdown

Optional Information:

Attachment

Supplier

Step 3: Items

Cost Item Code: Select from the dropdown (The list is from your Cost Item Setup)

The system will auto fill the Cost Item and UOM

Qty: Enter the item purchased

Cost: Specify the cost per unit of the item

The system will automatically calculate the total cost based on the quantity and unit entered.

Fig.3: Add Expense Form

Step 4: Click Submit to add the expense information you’ve entered, or you may click Save as Draft for later review or completion.

Cost Item Setup
Cost Tracker

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Updated on: 27/09/2024

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Adding Expenses

Adding Expenses

Step 1. Getting to Add Expenses

Step 2: Input necessary Information:

Step 4: Click Submit to add the expense information you’ve entered, or you may click Save as Draft for later review or completion.

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