Mark materials bought and record them as expenses
Tick materials off as you buy them, record part of a quantity, and turn what you've bought into an expense.
When you buy something on a task's list, tick it off. If you see money on the task and can record expenses, RenovU records it as an expense too.
Tick an item bought#
- Open the task and select its Materials tab.
- Tick the box beside the item.
The item shows as Bought. Untick it to set it back to nothing bought.
Record part of a quantity#
- Select the edit button beside the item.
- Enter how much you have in Quantity bought.
- Select Save changes.
The item shows as Part bought, with how much of it is bought.
Recorded as an expense#
When you tick an item, or save a higher quantity bought, RenovU records what you've just bought as an expense on the task. It uses the item's estimated cost, its supplier, today's date, the Materials category and the task's room. A message tells you the amount.
- Edit in that message opens the expense, so you can enter what you actually paid or add a photo of the receipt.
- Undo removes the expense. The item stays bought, and keeps a Record as an expense button until it's recorded.
If the item has no estimated cost, there's no amount to record, so a Record as an expense? box opens instead. It holds the usual expense form, filled in with everything else.
- Enter the amount from your receipt and change anything you need.
- Select Add expense.
Select Not now to leave it for later. The item stays bought, and keeps its Record as an expense button.
How the figures move#
- The foot of the list shows Still to buy, estimated, then what's Bought, not yet recorded as expenses and Bought so far, as expenses.
- Recording an expense moves that cost from the estimate into the project's spend, so it's never counted twice.
- Each material lists the expenses linked to it. Unlinking one, or deleting the expense, puts its cost back in the estimate. Deleting a material leaves its expenses where they are.
Related
- Build a task's materials listList what a task needs, with quantities, units, suppliers and estimated costs, one item at a time or by pasting a list.
- Log one receipt for several itemsRecord a single expense for everything on a shop receipt, linked to each material it covers.
- Record an expenseAdd money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.
- Log time on a taskRecord how long someone spent on a task, on which day, typed the way you'd say it.
- Change or delete a time entryCorrect the duration, date, person or note on a time entry, or delete it with an undo straight after.
- See time across the projectUse the project's Time tab to see the total logged, who logged it and which tasks it went on.