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Yes, Expenses is synced with QBO & just so you know QB Desktop will be coming soon. Just so you know you can snap shot you receipt & attach it from where ever you are. You can do so by going to:

  • Menu > Expenses > Create New Expense > Fill out the details > Add Attachment.

 

NOTE: Please keep in mind on the App the “Add Attachment” is like a camera button to take a photo of the receipt.

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Purpose:

To Create an Expenses.

Background:

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.

 

Points to Remember:

Required fields are marked with an Asterisk (*.)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If an Expense needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Expense:

  1. Navigate to Main Menu.
  2. Click on Expenses.
  3. Click on blue button “Create a New Expense” on the left.
  4. Enter the following information:
  • Project: (Mandatory)
  • Date / Ref #:
  • Expense Name:
  • Vendor:
  • Cost Code: Select from Drop-down.
  • Amount / Account: Select from Drop-down.
  • Bank / Credit Account: Select from Drop-down.
  • Expense:
  • Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
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Expenses

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.

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