Snap a material receipt and assign it to a job
Take a photo of a receipt - AI reads the store and total, and it goes into the job's costs.
When someone buys materials (wire, lumber, lights, hardware), capture the receipt so the cost lands on the right job.
- 1Click Materials in the sidebar.
- 2Click Add receipt, then Take photo (or Upload file).
- 3The AI reads the store, date, total, tax, and line items - review and fix anything.
- 4Choose which job it's for. For the budget line, pick an existing one, choose "+ Create new budget line…" to make one on the spot (same idea as awarding a quote), or leave it unlinked. Keep "Save the store to my Directory" checked to add the store as a supplier.
- 5Click Save receipt.
See a job's receipts on that project's Financial Summary tab (a Materials section with the total), or filter by job on the Materials page. If you linked a budget line, the amount also shows in that line's Actual on the Budget tab.
LEFT ONE UNLINKED? It still counts toward the job, just on no line of its budget. The Materials list says so once, at the top - "3 receipts have no budget line yet" - and "Assign them" narrows the list to those. Open one and pick its line from "Assign to a budget line…". The Budget tab lists the same receipts under "Not on a budget line", with a picker for each.