Expense tracking
Expense tracking connected to service project costs
A purchase total becomes more useful when you know which job it belongs to. Keep the source receipt, category and project assignment together instead of reviewing a loose list of transactions.
Sample Deck Renovation
Active- Labor
- CA$3,590.00
- Materials
- CA$4,380.00
- Fuel
- CA$420.00
- Other
- CA$850.00
Receipts and labour records, linked to the same job.
Interactive project workspace ยท sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- Purchases are recorded without enough job context.
- Receipt evidence is separated from the amount entered.
- A business expense is assumed to be automatically billable.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Capture or enter the purchase
Use the supported receipt workflow to capture the source and enter purchase details. Review extracted values when using scanning.
- Step 2
Check the category and project
Assign the record to the relevant job and review tax and payment details. Correct incomplete records before relying on them for reporting.
- Step 3
Review costs with labour
Use the project financial view to consider purchases alongside recorded labour and the project budget. Missing records still need to be entered for the view to be meaningful.
- Step 4
Decide what belongs on the invoice
Review reimbursable purchases through the supported billable-receipt workflow. Keep internal expense detail distinct from the descriptions and evidence you intend to share with a client.
Is it a fit?
Common questions
For service businesses buying job materials and supplies. This is operational purchase tracking, not an advertised bank-feed reconciliation or tax-filing service.
Is every saved expense billed to the customer?
No. Recording a cost and adding a client invoice line are separate steps. Review reimbursement and selling prices explicitly.
Can I retain the original receipt?
Yes. Keep the receipt evidence with the purchase record so it can be reviewed later.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.