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Expense document intake

Attach private receipts and expense documents for review.

Reviewed 3 October 2026

Purpose

What this capability is for

Attach private receipts and expense documents for review.

Availability

Available

Available

Available in the app. Your plan, role and any required account setup determine what you can use.

Your plan, role and account setup determine which controls you can use. Ask the Owner if a feature is missing.

Workflow position

Invoice work and track payments.

Keep invoices, payments, expenses and job costs linked to the work.

Intended outcome: See what is owing and which costs are recorded.