The Expenses Module allows costs for projects to be added through the Web Module or RedTeam Go Mobile App, RedTeam Go on the Move. Superintendents and those in the field can submit items from the mobile application. Project Managers Approve the Expenses and Purchase Orders to add to project costs from the Web version. Accountants can Accept Expenses/Purchase Orders from the Web Platform. Acceptance will push those values to an existing Accounting Integration.
Add an Expense
To add via the website, Go to Accounting>Expenses
Click the blue Add Expense button
Complete the Expense Form
From the RedTeam Go Web Version, all items created start as Expenses and can be converted to POs by adding the Invoice # and checking the Assign PO #.
Start Typing on the form to:
Select Project Name
Select Date
Choose Vendor
Select Payment Method for Expenses(go to Gear to Manage Payment Methods) or
Add an Invoice # and click the checkbox on the bottom right to Assign PO # to create a Field Purchase Order(FPO)
Add Price Total
Select one (or more) cost codes (Click + to add more)
Add a Description (optional)
Add the Receipt or file (optional) in the Drag and Drop box to the right
Select to Save or Save and Approve