BigChange App - Expenses

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Creating an Expense from the BigChange App

You can log an expense through the BigChange App, either as a general expense or logged against a job. If an expense is logged to a job it can still be claimed as a personal expense.

To log an expense on a device:

Use the scroll function of the right-hand side of the tablet to get to the expense icon. If the expense is to be directly assigned to a job, then you would click the add expense option when on the job details screen, rather than from the dashboard.

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Click on the Expense button.

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Click Add new Expense

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Click on Expense Group and choose the type of expense from the dropdown menu:

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Then select the Expense Category. This is the sub-category of the group eg hotel, lunch, etc.

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Then enter a brief description of the expense, eg ‘Lunch with client’. Click on the back button to exit the keyboard.

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Next, select the expense date and time. Please note this date and time prompt will not appear if your company have opted to not let you edit date/time for expenses.

Where this is the case, the device settings will be used by default.

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Enter the amount paid, either before VAT or including VAT. Then click Next.

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Then, where necessary, click the grey box to take a photo of the receipt or add one from your photo library.

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Once the form is complete, click save expense in the right-hand corner.

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The expense item will then show in the list.

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Repeat the processes to add any additional expenses, then click Sign and Send.

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Check the totals, sign in the area provided and click Sign and Send again.

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Raising An Expense Against A Job

To raise an expense against a job, ensure that you have filled in your Timesheet and then navigate to the job on the tablet.

Select Add New Expense. Note it can be at any job stage, either completed or not.

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Fill in the expense details as you would do normally. Note how at the top it confirms that you are adding an expense against a job.

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Save the expense.

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you will be given a prompt asking whether you want to claim the expense for your own.

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Selecting ‘Yes’, will add the item as an expense that needs to be reimbursed to the resource. Selecting ‘No’ will still record the expense against the job but it will appear as an amount that doesn't need to be reimbursed. This is particularly useful for adding expenses which are paid for using a company account or company credit card.

Finish by adding/signing off expenses as described above.

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