Adding Expenses on a Device

  • Updated

Resources can log an expense through their device, either as a general expense or logged against a specific job. Logging an expense against a job does not prevent it from being claimed as a Resource’s personal expense.

To log an expense on a device:

  1. Use the scroll function on the left-hand side of the tablet until you can see and click upon the expense icon. NB If the expense were 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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2. Click on ‘Add new Expense’ on the right-hand side:

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3.  Complete all of the fields shown and add a photograph where appropriate.

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4.  Once you have made any adjustments necessary eg VAT %, currency, edited the picture, etc, click ‘Save Expense’ on the right hand side (outlined above).

5. You will now see that this has been added and you can now either repeat the process with additional expenses by clicking on ‘Add new expense’ on the right hand side of your tabs, or ‘Sign and send’.

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6.  Once you have added all expenses and clicked ‘Sign and send’, sign in the appropriate field and then click ‘Sign and send’ again.

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Adding Expenses to a Job

Adding expenses to a particular Job from your device can be done in a similar way to that described above and at any point of the Job – before, during, or after it is completed.

  1. From the Dashboard, select and open the relevant Job, then click ‘Add new expense’ on the right hand menu:

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2.  Fill in the fields as shown in the previous section, following the process.  The only visible difference is the Job title, type and reference displayed as a banner at the top:

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3.  When you click to ‘Save Expense’ a new popup window will open asking ‘Do 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, ie when the Resource has paid for the expense using their own money.

Selecting ‘No’, will still record the Expense against the job but it won’t appear as an amount that needs to be reimbursed to a Resource, ie if the Resource paid for the expense using a company account, or company credit card.

4.  Once the Expense has been added, it will show as a line item in the Financial tab of the Job:

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