Expenses can optionally be linked to other business records to improve organisation and visibility.

Assigning expenses allows you to track costs associated with specific customers, jobs, or projects.

Assigning to a Customer

You can assign an expense to a specific customer.

This helps track costs related to a particular client.

Example:

Materials purchased for a customer’s project.

When reviewing the customer record later, the associated expenses will appear alongside their other documents and activity.

Assigning to a Document

Expenses can also be linked to individual documents such as:

• invoices
• quotes
• other related documents

This is useful when you want to track the cost associated with a specific job or transaction.

Example:

Materials purchased to complete a job linked to a specific invoice.

Assigning to a Folder (Projects)

Folders allow you to group related business records together.

A folder can contain:

• customers
• invoices and quotes
• expenses
• other related records

Assigning expenses to a folder helps you organise everything related to a specific project or job in one place.

Example:

Kitchen renovation project folder containing:

• the customer
• the project quote
• issued invoices
• all related material expenses

This makes it easier to review the full financial picture of a project.

Why Assign Expenses?

Linking expenses improves visibility and helps you:

• track job costs more accurately
• review project profitability
• keep related records organised
• quickly locate expenses related to specific work

Assigning expenses is optional, but recommended when tracking costs for customers or projects.