How do I add and categorize project expenses in Bolster?

Overview

Once your project is in progress, you can track its bills and expenses from the Bills and expenses page of the job. You can upload a receipt or bill and let AI fill in the details, or skip the upload and enter the expense manually.

Open Bills and Expenses

1. Open the job you want to track.
2. In the job's left sidebar, click Production to open the drop-down.
3. Click Bills and expenses. The page lists the bills and expenses already added to the job.

Add a Bill or Expense

1. In the top right corner, click Expense. The Add bill or expense window opens.
2. Choose how to add it:

• Upload your receipts & bills: Drop a PDF or photo, or click to browse. AI reads the vendor, total and line items and fills them in for you.
• Skip upload — enter manually: Enter the details yourself.

3. Under Vendor, select the vendor. If the vendor isn't listed yet, click the plus sign to create it.
4. Check Assign to job. The job you are in is assigned by default.
5. Under Have you paid this?, select Paid or Not yet.

Add Line Items

1. On a line under Line items, click Add job item and select the item from your estimate that this cost applies to (for example, Encroachment Permit).
2. In Amount, enter the cost (for example, 300).
3. To add another line, click Add line item, then select the job item and enter the amount (for example, Safety Equipment for 60).

The Total amount at the bottom updates as you add lines.

Add More Details and Save

1. Click More details.
2. Enter the receipt number.
3. Add a description.
4. Select the Expense account if you want to link the expense with QuickBooks.
5. Select the tax. If there is no tax, leave it blank.
6. Click Save.

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Summary

Open the job, click Production, then Bills and expenses, and click Expense. Upload a receipt for AI to fill in or enter it manually: choose the vendor, confirm the job, mark whether it's paid, add line items linked to your job items, then use More details to add the receipt number, description, expense account and tax before clicking Save.