WorkLedger guide

Expenses

Enter expenses promptly, select the correct site and category, and retain supporting documents. Review unusual or duplicate amounts before reporting.

Category Sites & finance

Capture project expenses

  1. Open Site Finance

    Open the navigation menu and select Site Finance to access the project's receipts, expenses, categories, and financial reports.

    WorkLedger navigation menu showing the Site Finance option
    Open the navigation menu and select Site Finance.

  2. Open Site Expenses

    Under Records & Reports, select Expenses to review the expenses already recorded for the selected site.

    WorkLedger Site Finance screen showing the Expenses option under Records and Reports
    Select Expenses from Site Finance to review recorded project expenses.

  3. Add a site expense

    Tap Add Expense and confirm that the expense is assigned to the correct site, date, and expense category before entering the amount.

    WorkLedger Add Site Expense screen showing site, date, category, amount, and payment fields
    Start a new site expense and confirm the site, date, and category.

  4. Enter the expense details

    Enter the amount and payment method. Add the vendor, reference number, and notes when available, then save the expense. Keep the original invoice, receipt, or other supporting document according to your business process.

    WorkLedger Add Site Expense screen showing an amount, payment method, and vendor
    Record the expense amount and supporting transaction details accurately.

  5. Manage expense categories

    Use Expense Categories when you need to review the categories available for site expenses. Categories can be searched, reordered, activated or deactivated, and renamed where the application permits it.

    WorkLedger Expense Categories screen showing active expense categories
    Keep expense categories organised so expenses are classified consistently.

  6. Review the Expense Register

    Use the Expense Register to review recorded expenses by date, site, category, payment method, expense number, or vendor. Compare unusual or repeated amounts with the original supporting records before relying on reports.

    WorkLedger Expense Register screen showing filters for site expenses
    Use the Expense Register and filters to review and reconcile project expenses.

Tips and important notes

Expense categoriesBuild a clear, consistent category list for reviewing project costs.Site financeReview local site receipts, expenses, and project finances together.ReportsChoose the right dates and filters, then verify important report totals.