Back to TidyBuild Guides

How to enter expenses

In this module, learn how to enter expenses against a project you have been assigned to.

Want to view this guide all at once?

Download PDF

Step 1.

Go to Expenses under Time, materials & expenses.

In the Materials screen, the display will default to a weekly view. You can change the timeframe to display a single dayor enter custom dates for a time you choose.

Step 2.

To submit expenses for a project, begin to type in the project name into the Project field, and the project you have been assigned to will automatically appear. Or click on the search icon to search for all projects you have been assigned to. To do a Quick Project, click on the plus icon.

Step 3.

Choose the Expense Category and Expense Type.

If you need to write additional notes about the expense, you can do this within the Notes field.

Once you have done this, input the amount of the expense, excluding sales tax and whether the expense is charged on to the customer.

Step 4.

Once you have completed the expense entry, click on Enter. Then, when you are ready to submit your expense, click on Submit.

Step 5.

Unsubmitted Expense - An Expense that you have entered, but have not yet submitted.

Unapproved Expense - An Expense that has been submitted, but just waiting on the approval from the user with the appropriate roles

Rejected Time - An Expense that has been rejected by the user with the appropriate roles

Approved Expenses - Expenses that has been approved.

Related Guides

Want to learn more? Check out these related guides

All TidyBuild Written Guides

Setup

Set up your account in the global settings of Tidy

Inventory

Learn how to manage your inventory in your Tidy account
How to disable and delete a material
If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.
How to clone a material
This guide explains how to easily clone materials and all of it’s details.

Projects

Learn how to complete projects within your Tidy account
How to run a report
There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.
How to export data
This guide explains how to export project data.
How to export payroll
You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll
How to add project adjustments to a project
In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to add time adjustments to a project
In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to create combined project invoices
Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.
How to use the project calendar
The Project calendar allows users to view Projects visually in a selected date range.
How to schedule resources and book time
If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.
How to view a project
This module explains how to view all the details of a project, and takes you through the details of each section.
How to clone a project
This module explains how to clone the details of a project.
How to edit a project
This module explains how to edit the details of a project.
How to create a project
Tidy Work provides two ways to create a new project: quick project and new project.
How to approve materials
To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.
How to enter materials
This guide explains how to enter materials for a project.
How to approve time
To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.
How to enter time
This guide explains how to enter time for a project.
How to approve expenses
In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.
How to enter expenses
In this module, learn how to enter expenses against a project you have been assigned to.
How to view a quote
In this module, learn how to view a quote’s information.
How to edit a quote
In this module, learn how to edit a quote’s information.
How to clone a quote
In this module, learn how to clone a quote.
How to create a quote
Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.

Bulk Imports

Learn how to import data in bulk to your Tidy account
How to bulk import customers
This feature allows you to quickly import your customers in bulk.
How to bulk import materials
This feature allows you to bulk import your materials faster.
How to bulk import users
This feature allows you to quickly import your users in bulk.
How to bulk import suppliers
This feature allows you to bulk import your suppliers.