Add-On Settings

Expenses

To use expenses, go into your Settings Gear > Settings > Expense Tracking. Then click Turn On Expenses:

Screen_Shot_2017-05-07_at_3.12.54_PM.png

This will add a new expenses section to your side navigation: 

Screen_Shot_2017-05-07_at_3.13.12_PM.png

 

Creating or recording a new Expense 

Expenses can be recorded in 3 ways:

  • Through the Work page
  • In the Expenses page
  • Within a Job

You can add an expense by clicking Work from the menu, then click + New in the Expenses box on the right:

Screen_Shot_2017-05-07_at_3.16.07_PM.png

You can add an expense by clicking Expense from the menu, then click + New Expense in the top right:

Screen_Shot_2017-05-07_at_3.17.16_PM.png

 

You can add an expense on a job, by going to Jobs > search the job > and click on it. Then scroll down to the Team Costs section, and click 'New' to add an expense.


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Every Expense item in Jobber can contain the following information:

  • Expense date: Default is the current date, simply click to modify it.
  • Expense name: A name for the expense. This will auto-complete for expenses you enter frequently.
  • Expense details: Provide details of the expense - This is optional. 
  • Expense amount: The amount of the expense.
  • Reimburse to: Specify if the expense needs to be reimbursed to a user. 
  • Job: You can attach the expense to a currently active job.
  • Receipt: You can uploaded image of the expense receipt. 
  • Accounting code: Select an account to categorize this expense under. This option will only be visible if Accounting Codes have been set up in the Expense Settings.

Screen_Shot_2017-05-07_at_3.20.22_PM.png

Reporting on Expenses 

You can view the Expenses report, by clicking Management > Expense Reporting.

Screen_Shot_2017-05-07_at_3.22.33_PM.png

 

Reimburse your Expenses 

Reimbursable Expenses will automatically appear in the 'Confirm Payroll'. To get here click Management > Confirm Payroll.  To mark a Reimbursable Expense as paid, click the Pay button beside a user's name, choose the Expenses you've paid, and click the 'Mark as Paid' button.

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