Table of Contents
Overview
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.
Note: Before using expenses in the Jobber App, they need to be enabled from Jobber online by going to the Gear Icon > Settings > Expense Tracking. Click Turn On Expense Tracking.
Creating an expense
Once in the expense creation screen you can add in the details like the name of the expense, a description, 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 check the Reimbursable box this will indicate to the admins that this expense needs to be paid back to the user who is recording it.
If this expense is for a specific job, you can associate the expense with the job. Tap Add Job to select a recent job from the list or use the search bar to pull up older jobs.
Note: The recent jobs that appear in the list are jobs with visits that you are assigned to where there are visits that fall during the week prior to today's date.
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.
Where to view expenses
Once the expense is saved it can be viewed from Jobber Online from the Expenses tab on the side navigation.
Here's an example of an expense from the Expenses tab:
There is also a report for expenses, which can be found by going to Reports > Expenses report.