Automate Expenses for projects / ability to add vendor to projects
Thomas L Stewart
Ability to add a common expense to a project template. For example, I have hair and makeup expenses for all my clients, no matter what. The ability to add a vendor and their associated expenses to a project/opportunity would be amazing. EXAMPLE: I always pay for hair and makeup for my clients for every single Photography session, but I use 3 different hair and makeup companies. Ability to add the vendor to the project and track their associated expenses for that particular session/project.
K
KC
YES. I was just looking for this type of request to upvote.
Side note I do not use Moxie as an integrated bookkeeping service linked to my accounts and don't currently intend to. I am using it to track expenses specific to projects. So transactions are not automatically sucked into Moxie. I enter project expenses manually.
My business makes printed products.
Every project ends up with nearly identical expenses:
- a paper purchase
- printing materials purchase
- printing type 1 costs
- printing type 2 costs
- shipping costs
That's a lot of expenses to enter several times per week.
I'd love to be able to link an "Expenses Template" to a Project Template. For my purposes, loading them with a value of $0 makes sense because each order ends up a little different AND because seeing that $0 will trigger me to enter them/be an easy indicator if I have NOT YET entered the expense which I want to track.