Finance workspace

Receipt Inbox

Capture receipts, attach a file, link each receipt to an order or quote, review status, and roll approved receipts into internal job costs.

Finance + Receipts Internal Job Costs Profit Engine
0Total receipts
$0.00Total captured
0Need review
0Linked
0Approved
0Rolled up
1. CaptureAdd vendor, amount, date, category, and optional receipt image/PDF.
2. LinkConnect the receipt to an order, quote, work item, or overhead bucket.
3. ReviewApprove, reject, mark linked, or mark reimbursed with a review note.
4. Roll upMove approved receipts into internal job costs for margin review.

Add receipt

Receipt Inbox

Review receipts, approve or reject them, then roll approved receipts into internal job costs.

All Needs Review Linked Approved Rejected Reimbursed Rolled Up
DateVendorAmountLinkFileStatusReviewAction
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Receipt workspace for capturing receipts, reviewing status, and rolling approved receipts into internal costs. Approved and linked receipts can roll into the matching internal job costs filter for margin review.