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Invoices and operations

Code an expense to the right project, supplier, product, tax, and cost code

Turn an extracted or manual expense into a complete, reviewable accounting record. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.

6 min read Updated Expense submitter, Expense Admin, accounting manager

Before you begin

  • Audience: Expense submitter, Expense Admin, accounting manager.
  • Expense access
  • required company settings
  • available project/supplier/catalog/cost-code/tax records.

Sales → Expenses (#/expenses) → open/new expense (#/expenses/:id routes as exposed)

Code an expense to the right project, supplier, product, tax, and cost code

  1. Open the workspace

    In JobBuddy, go to Sales → Expenses (#/expenses) → open/new expense (#/expenses/:id routes as exposed).

  2. Confirm access and starting state

    Expense access; required company settings; available project/supplier/catalog/cost-code/tax records.

  3. Complete the main setup

    Review date/amount/tax, project, supplier, product links per line, classifications, cost code, attachments, internal notes, NEEDS REVIEW/REVIEWED, READY/AMBIGUOUS/NO MATCH/NO ACTION/DISMISSED suggestions, restore/dismiss, and validation before submit.

  4. Verify the result

    Turn an extracted or manual expense into a complete, reviewable accounting record.

    Expected result: Turn an extracted or manual expense into a complete, reviewable accounting record.

Troubleshooting

The page, control, or action is unavailable.

Confirm the required access and starting state: Expense access; required company settings; available project/supplier/catalog/cost-code/tax records.

The result is incomplete or unexpected.

Header/line values, project/customer, supplier, linked product, tax, cost code, receipt evidence, review status, internal notes, and workflow suggestions can all be incomplete or ambiguous.

The issue remains after checking the record.

Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.

What happens next

  • Turn an extracted or manual expense into a complete, reviewable accounting record.
  • Review the resulting record, status, notifications, and related history before continuing downstream work.
  • Use the related guide when the next action belongs to another JobBuddy workflow.
Open JobBuddy

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