Managing project costs just got smoother. You can now convert scope line items into pre-filled expenses in seconds—no retyping. Each imported expense carries the scope’s description and can be linked to Work Orders, assigned to vendors, and tagged as paid—all in one place. This speeds up documentation, reduces duplication errors, and keeps every dollar traceable from scope → work order → vendor → payment.
Watch video here: https://youtu.be/TxRtUwMM04o
Step-by-Step
1) Import Scope
Inside your Project, go to the Finances tab, scroll to Expenses.
Click Import Scope Expenses
and select which scope items you what to link as expenses
2) Link Scope → Work Order (Existing or New)
When you click into a scope item during import (or on the saved expense), you can connect it to a Work Order:
Link to an existing Work Order, or
Create a new Work Order right from the imported expense.
This ties field execution and payouts back to the exact scope—great for audit trails.
3) Choose Pricing Mode & Start Vendor Flow
Before sending to vendors, choose:
Firm On Price — lock the price and assign directly, or
Open Bids — invite vendors to submit quotes.
Ready to move? Click Assign Work (Firm) or Request Bids (Open).
Need to add details first? Click Edit More.
4) Record Payments on the Scope Expense
Add Payments Made directly under the scope expense to keep your ledger current—perfect for partial payouts, progress draws, and final settlement.
Click +Add Payment for more expenses or payouts under this scope, or to complete the partial payout for this scope of work.
🧩 Final Thoughts
This feature removes retyping, reduces errors, and gives you real-time visibility into job costs—so you can build smarter, track faster, and stay in control.
Bonus Points!
This is connected to Work Orders which makes it more efficient looking at all your finances in 1 screen!
Check Work Order feature for