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1. Purpose

The Expenses Module allows project teams to record, categorize, and verify all outgoing project costs—including raw material purchases, equipment rentals, sub-contractor fees, and site operational costs.
Expenses Overview Dashboard

Screenshot: Expenses Overview Dashboard

2. How It Works

Team members or site engineers log expense entries by entering itemized descriptions, selecting expense categories, and uploading paper receipt photos or invoice PDFs. Expenses are routed through approval flows before being reconciled against available project deposit funds.

3. How It Helps

  • Prevents Budget Overruns: Track costs against project budget caps in real time.
  • Digital Receipt Archive: Eliminates lost paper receipts with instant photo attachments.
  • Categorized Cost Control: Identify high-expense areas across materials, labor, and machinery.

4. Step-by-Step Actions

A. How to Add an Expense

1

Open Expenses Module

Click Finances -> Expenses.
2

Click Log Expense

Click + Log Expense.
Log Expense Form Modal

Screenshot: Log Expense Form Modal

3

Fill Expense Form

Enter:
  • Expense Title (e.g. Cement & Rebar Delivery)
  • Category (Materials, Labor, Equipment, Utilities)
  • Amount & Tax
  • Vendor Name
4

Attach Receipt & Submit

Upload a receipt photo or invoice PDF, then click Submit Expense.

B. How to Edit an Expense

1

Select Expense Record

Locate the item in your expense list and click Edit.
Edit Expense Record Modal

Screenshot: Edit Expense Record Modal

2

Modify Details

Update category, amount, or re-upload receipt document.
3

Save

Click Save Expense Changes.

C. How to Filter & Search Expenses

  • Category Filter: Filter expenses by Materials, Labor, Transportation, etc.
  • Approval Status: Filter by Pending Approval, Approved, or Rejected.
  • Date Range Picker: Filter costs logged over specific custom date intervals.

D. How to Delete an Expense Record

1

Select Delete

Click Delete Expense from the entry menu.
2

Confirm

Confirm deletion. The expense amount will be restored to your active project budget balance.