Log one receipt for several items
Record a single expense for everything on a shop receipt, linked to each material it covers.
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After a trip to the shop you usually have one receipt for several items. Log it once from the shopping list, and it becomes one expense linked to every item it covers.
Log a receipt#
- Tick off what you bought on the Shopping list.
- At the foot of the page, select Log receipt for these items.
- Under On this receipt, tick the items the receipt covers. The ones in view, and the ones you ticked on this visit (including those Buy all ticked on other tasks), are ticked to start with.
- Check the expense form. It's filled in with the estimated total, the supplier if the items share one, today's date, the Materials category and a note listing the items.
- Change the amount to what the receipt says.
- Select Add expense.
The expense is linked to each item and the quantity it covers. Their cost moves from the estimates into the project's spend.
Ticking items on the shopping list never opens an expense form on its own. Log the receipt when you're ready.
Who can log a receipt#
Members who can record expenses and see money on those items' tasks. If the items are on different tasks, the expense isn't tied to one task.
À lire aussi
- Use the shopping list in the shopSee what tasks in progress need in one list, buy for other tasks at the same time, and tick items off as you buy them, even without a signal.
- 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.
- 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.