- 01
Open the Expenses view
In the web portal, open the project and go to the Products tab, then switch from Products to Expenses to see every expense filed against the job.
- 02
Open an expense
Select an expense to review it—the receipt photograph and the extracted line items sit side by side, with the supplier, category and space it was filed against.
- 03
Check the maths
SiteSurvey compares the extracted lines with the total on the receipt. If they do not add up, the difference is flagged on the expense—so a misread price is caught before the cost is recharged or invoiced.
- 04
Track the project total
Expenses roll into a running project total built from real receipts, so spend on the job is visible while it is still running rather than after the invoice has gone out.
- 05
Generate the expense report
Produce the project's expense report whenever you need it—the itemised lines, totals and receipt images in one document, ready to invoice against, recharge or hand to the accountant.
Good to know
- ✓A mismatch flag means the lines and the receipt total disagree—open the receipt image and check for a misread or missing row before approving the cost.
- ✓The receipt image stays linked to the expense and lives in the project's Files tab, so the evidence is always with the figure for audits and client recharges.
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