Enter and manage expenses.
Expenses are the costs your business pays to run jobs and daily operations. Record them in Trimble Financials so you can tie spending to jobs, pay vendor invoices, and keep your financial records current.
You can track expenses paid with cash, credit or back account, or on invoice. You can also pay invoices billed to your business.
Expenses are tracked on the Expense Hub, which is organized in tabs:
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Active: Lists all expenses that have been entered in the system. Select an expense to open its details. Expenses that include job costs display a tag with the job name. Select the tag to open that job.
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Drafts: Lists the expenses that have been entered but not yet submitted. These expenses remain in draft form until you complete the validations and select Submit in the final step of the Add Expense guided entry assistant.
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Archived: Lists expenses that have been paid. Select a paid invoice expense to view read-only payment details. For more information, see View Paid Invoice Details.
Watch how to create and pay expenses.