Expenses Charged to a Site, Job or Customer

Each expense is tagged to the project, vehicle, branch or customer that caused it. Travel, diesel and lodging can then be read against a customer or an AMC.

Share your requirements

Expenses in one head

At year end the firm knows what it spent on travel, but not which contract accounted for it. Expenses grouped under one head hide the cost of serving each customer. Here every claim carries a tag, chosen at the time of filing. That tag is what reports read from.

Where a claim is charged

Customer

The service call, the AMC or the account is chosen when the claim is made, while the claimant still knows which visit the expense was for.

Site or project

A building under construction, a branch fit-out or a job number that your team already uses. Anything with a code can carry a tag.

Vehicle

Diesel, tolls and repairs are charged to the vehicle that ran, which gives a running cost for each vehicle over the year.

Branch

Head office sees each branch’s spend during the month and not at the end of it.

What you can ask of the data

Expenses by customer, site, project or vehicle
Travel against an AMC, set beside what that AMC earns
Spend by branch, with the approver on each entry
Heads that are rising, month against month
The sites where cash advances keep going

FAQ

Frequently asked questions

Does it work out profit per customer?

No. It gives the expense side, tagged. What you charged the customer sits in your invoicing or accounts, and combining the two is done outside this module.

Can one claim be split across two customers?

No. A claim carries one tag, which keeps entry quick. A trip covering three customers is entered as three claims.

Do we have to tag every expense?

You decide which heads must carry a tag. Office rent may not need one, while diesel may. The rule is set before the first claim is filed.

Can the tags be our own job numbers?

Yes. Sites, jobs, vehicles and customers are set up with the codes your team already uses.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.