Jobber App

Expenses in the Jobber App

Expenses can now 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:

If you select the reimbursable option this will indicate to the admins that this expense needs to be paid back to the employee that is recording it. You will also have the option to attach an image of a receipt. 

You can also select a specific job this expense relates to (if applicable). The system will list the active visits for today date at the top for convenience but any older visits will also be listed. 

Once all the needed information has been filled out you can save the expense. You will be shown a summary of the saved information. At this time the expenses cannot be edited or viewed from the app but this functionality will be coming in a later release. 

This saved expense can now be viewed on the Expense Report. To get to the expense report, click Management > Reports > Expenses.