Expenses

To ensure the profitability of your projects, it’s important to monitor job costs by keeping track of vendor bills and expenses.

Expenses are purchases that have already been paid for and do not require any further action, as they are automatically recorded as paid.

Create an Expense

1. Click on Expenses > Expenses from the main left-hand navigation. In the upper right corner, click + New Transaction > Expense
2. In the New Expense Screen Select the Vendor from the dropdown.
3. If applicable, select the Purchase Order(s) associated with this purchase. Line items from the Purchase order(s) will automatically be imported. (You can edit or remove these lines as needed)
4. Add a Reference Number if needed and the Date of the Expense

Enter Expense Items

1. Click the + Add button to create a new line item.
2. Select the Expense Type (Material, Equipment, Labor, Subcontractor, Other) from the dropdown. This will tell Werx how to track this expense toward the project.
3. Enter a product/service description, Quantity, Rate or Amount.
4. From the dropdown, Select the Project > Project Budget item where this expense is to be applied.

Once complete, click Save in the lower right corner.

Sync to QuickBooks

For accounts connected to QuickBooks Online

Once you have completed your bill or expense and are ready to sync to QuickBooks, click the QB Sync button on the top right of the invoice screen.

If the QuickBooks Sync button is greyed out and not selectable, please have an administrator check your QuickBooks Online connection settings to make sure your accounts are connected.