Your team can clock in and out of jobs and track expenses from anywhere, so you can prep payroll faster.
Expense tracking is available on select plans. Learn more.
Expenses can be quickly added from the Jobber App using the Quick Create Menu, in the bottom right.
Once in the expense creation screen you can add in the details like the name of the expense, the date, and the total. You can also chose an accounting code from a dropdown however accounting codes will need to be setup in Settings > Expenses from the website.
If you select the reimbursable option this will indicate to the admins that this expense needs to be paid back to the user who is recording it. You can also select a specific job this expense relates to (if applicable). The app will list the active visits for today date at the top for convenience but any older visits will also be listed.
If you have a receipt that you want to associate with this expense, you can attach it. By tapping Attach Receipt, you will have the option to upload an image or file from your device or take a new photo.
Once all the needed information has been filled out you can tap Save to record the expense. You will be shown a summary of the saved information.
This saved expense can now be viewed on the Expense Report. To get to the expense report, click Reports > Expenses report.