First - THANK YOU FOR THIS SOFTWARE! It’s absolutely amazing, easy to use, and I love it!
I have one question that I haven’t been able to find in the guide or forum. (It’s probably been asked; I just can’t find it. lol.)
For my business, I typically work with customers by the “project.” This software is wonderful in that I can give each customer a quote and invoice (i.e., project), and track billable time & expenses.
HOWEVER… I’d like to be able to track NON-billable expenses and/or time as spent per project.
For example…
If I want to track how many cans of paint I had to purchase to finish the project for Customer A, even though I’m not directly billing Customer A for those cans of paint, how would I do this?
I’ve found where I can add a custom field to the expense, but I’m not sure how I can link that back to the specific customer. Better yet, to the specific invoice.
This is really an internal tracking measure for myself, to make sure I’m not spending more than I’m collecting for each project.
Job Costing would be the feature you are looking for, not currently in Manager but I understand that it is a proposed development. Meanwhile you could just use a Project Card to track those items. Alternatively, check out the tracking codes feature which is for business departments but could possibly be adopted for projects. Manager Cloud
Until the job-costing capability comes online, you might get what you need through a simple trick. Enter a job code in the description of everything you buy for a job (perhaps something simple like SMTH for work at the Smith house and ACME for supplies to paint the ACME Distributing building). Then, after drilling down from the Summary to the Supplies account ledger, do a search for the specific code. Every purchase that has that code anywhere in the transaction record will come up.
A Project Card (stationery Item) is a way of manually recording both billable expenses/time and non-billable expenses/time for a project. This source document can be used to double check your invoicing. .
