How to Use the Expenses Page in Workelect

The Expenses page is the reporting and management view for costs already recorded in the system. It gives the office a central place to review what has been added against work.

• Review recorded expenses in one table.
• Search and export expense data by date.
• Check totals and supporting information when job costs need reviewing.
• Use the page as the follow-up view for expenses originally added inside jobs.

1. Use the Jobs page to record the expense when the cost happens.
2. Open the Expenses page later to review, search, or export the data across a wider date range.
3. Check the values, tax, and supporting information against the job or receipt when a question comes up.
4. Export the expense data when finance or management reporting needs a separate copy.