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
I keep coming back to check on this because adding the project expenses by hand to each project is one of those daily monotonous, template-able/programmable tasks that adds to the project setup/project admin time.
Each time I launch a project, I manually add a list of up to 5 expenses as mentioned above. With the expense type, vendor, $0 and "I have not paid." This creates a blank expense placeholder in the project right at the beginning. On occasion I add a known, fixed overhead expense as well.
As the items are paid for throughout the project, the exact expense amount is edited. As a backup, one of my "project closeout" tasks is to "check that all expenses are entered". Now I can easily verify exactly what expenses had not been accounted for yet, including the usual vendor used, which makes finding invoices located elsewhere quick and easy.
This system has greatly reduced missed expense entries for projects and reduced the time tracking down those expenses from email receipts. And would be awesome if it could be pre-loaded along with each 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.