Add Expenses to a Job

You use this page to understand how to record expenses against a specific job in CrewCost. Adding expenses to a job helps you keep job costs accurate, track profitability in real time, and ensure your job budgets and reports reflect actual spending as costs are incurred.

Expenses can be linked to a job directly from the Job Center or while creating an expense from anywhere in the platform.

Add Expenses via Job Center

This option is useful when you are already working inside a job and want to quickly associate a new expense with it.

To add an expense from the Job Center:

1. Go to Job Center.

2. Open an existing job.

3. Select Add to your job.

4. Click Expense.

5. Fill in the expense details, including vendor, amount, and required accounting fields.

6. Assign the correct Cost Code and Cost Type so the expense flows into the job budget correctly.

7. Select Save to complete the process.

   

The expense is immediately linked to the job and reflected in job cost and profitability metrics.

Add Expenses via Quick Create

You can also create and assign an expense to a job from anywhere in CrewCost using the Quick Create option.

To add an expense using Quick Create:

1. Select + New from the top navigation.

2. Choose Expense.

3. While creating the expense, select the appropriate Job.

4. Complete the remaining required fields.

5. Select Save to record the expense.

   

This method is ideal when entering expenses in bulk or when the job context is already known.

See Also

To continue learning how expenses and costs flow into jobs and reports, you can check:

• Manage Expenses & Bills Overview: Get a high-level understanding of how expenses and bills are managed across the platform.

• Add an Expense: Learn how to create standalone expenses and understand the required accounting fields.

• Add a Bill: Learn how to record vendor bills and track payables that may later be associated with jobs.

• Understand Job Budget Metrics: Learn how to interpret job budget values such as projected costs, actual costs, and forecast to complete to monitor job performance effectively.

• Manage Downstream Pending Cost Changes: Learn how to track vendor or subcontractor cost changes that may impact job costs before they are approved.