Allow Expenses to be Added to Jobs
For example, if I need to purchase materials for a job site, then I'd love to be able to add that to the Job reports. Perhaps add an "Add Receipt" feature that allows you to upload a photo of the receipt and input the dollar amount so it can be added to the job report.
I definitely think this would be a great feature and we are looking to add some more functionality in areas such as this. Would love some more specific feedback about the desired framework, so please let us know!
We prioritize all suggestions with the most traction and support. With great support, this idea will become one of our upcoming feature releases, so please keep voting!
Sandra Duncan commented
Great Job ClockShark
Molly Wade commented
To respond to your question asking for some more feedback and framework. What I would love to see is a way for them to clock into a job then while in the job can "Add Expense". When that is opened it will have a place to upload a picture of the receipt. We can get really fancy and have it auto read the receipt or we would be happy with the technicians just entering the total manually. It would be great to see a place for notes to say what it was for. Now the awesome part would be a way to export that to QB when we export time. The "Notes" in Clockshark would be mapped to the "Memo" in QB on a bill. It would create a bill and the employee would be mapped to the "vendor" in QB. We have our employees set up as vendors so we can reimburse them on things like this in QB. I know for us that would be extremely helpful. If those that do not have QB, it may be nice to have a report as someone else stated to run an expense report by job/customer here within clockshark. I would also add to this mileage tracking since you already kind of do that with the geo fencing. Including this in the export over to QB if possible. If not, at least a report to print out so we can manually enter it.
I believe you guys! You can do this! :)
All in one... time, mileage and PTO tracking along with scheduling and expenses.
Justin Rolle commented
being able to add per diem , to a job , sub grouping, and or individual so it integrates on the approval portion once its up dated we have jobs that range from city to city and state to state being able to set it so its automatic
Molly Wade commented
Allow employees to upload receipts and job cost them. Also allow them to submit that with their mileage for their expense report(reimbursements). Set that to go through WebConnector and make it so it can be mapped correctly. If not, could you guys just make an expense app? You do such a great job with time tracking, you could do expenses as well!
Anthony Williams commented
Our company travels in multiple states and would love to be able to add expenses and Perdiem to the timesheet. Even just a checkbox for there rate would be great until expense drop down menu's could be added.
Jorge Bruch commented
Do you think that you might ever offer an expense report feature? This would be extremely helpful in keeping track of expenses per job and employees could upload photos of their receipts.
Joshua Koistinen commented
Add a new feature in the app which enables the employees to photograph sales receipts/tax invoices, and create a reimbursement request which is automatically sent to admin email for processing.
Dulci Zemanek commented
We send our payroll out to a payroll service & we have to use the Employee Details Report w/notes instead of the Time Sheets in order to let them know when we have per diem and/or reimbursable expenses. The report is not as “tidy” as the time sheets, I like the way the time sheets consolidate the time entries for each job.
Angel Cameron commented
Administer should be able to upload the expenses for a project so the Forman knows how close they are to meeting the budget.
Can be represented in a graph.
Also there should be a assigned Forman or supervisor/ Project manager for every project (job) who can see what everyones hours are and the expenses and budget
Mark Schmid commented
Add materials receipts.