Record a job expense or mileage

Before you start

• Have the receipt, supplier details and payment information available.
• For mileage, know the distance and the rate you intend to use.

Step by step

1. 1

   Open the job’s expense section

   Use the job-specific section so the cost is recorded against the intended booking.

2. 2

   Choose expense or mileage

   For an ordinary cost, enter its description, category, amount, dates and payment status. For mileage, enter the miles and £ per mile.

3. 3

   Check the calculated amount

   For mileage, review distance × rate. For other costs, check the total and any VAT figures entered.

4. 4

   Attach the receipt where available

   Add the supporting file and review any scanned values before saving.

5. 5

   Save and review the record

   Confirm the expense appears in the job’s list and the cost summary has updated.

6. 6

   Review centrally

   Open Business finances to find the record, review unpaid bills or export the appropriate date range.

What happens next

The job cost is recorded once and can be reviewed from central finance.

Helpful tips

• Choose mileage rates and VAT treatment based on the policy agreed for your business. The input fields do not decide tax treatment.
• A job allocation and the total business expense should refer to the same record; avoid entering it twice.

Troubleshooting