Adding a New Expense


With Contractor Foreman, Expenses can be handled easily and quickly. No more sun faded receipts or receipts being turned in two-months later. All Expenses can be tracked in Contractor Foreman as well as reported on and sorted by Employee, Project, Dates, Cost codes, etc. Your Employee can even take a picture of the receipt directly from their phone so accounting has instant verification.

Required Fields are marked with an Asterisk (*.)

To create a new Expense, go to main menu and select “Expense”. Then select either the small “New” button to the right of “Expense” or select “Create a New Expense” from the top of middle pane (List View.)

Project: Select the appropriate Project form the Drop Down.

Date: Select the date the expense occurred.

Expense Reason: Enter why the need for the expense occurred.

Cost Code: If you are using Cost Codes enter it here. To set up cost codes go to “Setting” then “Cost Codes.”

Expense Images: Here you can take a picture of the receipt and attach it to the expense record.

Expense Name: Give the expense a name related to reason for expense.

Expense Amount: Enter amount of Expense.

Paid By: Select either Employee or company Card. This information is used to run reports for reimbursement as well as CC reconciliation.

Generated By: System will auto-populate this field based on user login.

Status: Mark Expense as either Active or Archive. Typically, an expense is marked archive by an Accounting Admin or Owner once it has been reimbursed or reconciled.

Next Are Expenses synced with QBO?