Use Material costs on the Project to record what the Business spent. The cost of an item and the amount you charge the Customer are separate.
1. Add a cost
- Open the Project and choose Material costs.
- Choose Add cost.
- Select the appropriate cost category.
- Enter What was it?, the quantity and unit.
- Enter Cost each and check the resulting amount.
- Choose Add cost and check the saved row.
Keep the quantity and unit consistent. Two metres of pipe and two lengths are different entries. Use the appropriate category for subcontractor, plant or other expenses.
2. Correct an entry
Open the cost, update its details and choose Save changes. To remove it, use Remove and review the confirmation. Removing a cost changes the Project’s cost totals.
3. Keep the evidence
Upload receipts and supplier documents to the Project’s Files. Recording the cost does not record a supplier payment or automatically create a Customer Invoice line.
Review Project costs and the charges you intend to invoice.
If saving fails
Use Try again in the current editor and check the list before adding the cost again. Ask for the required cost access if the Project is visible but the cost section is unavailable.