Expenses can have a payee.

You can specify an expense payee, category, and due date on the product editor.

  • When a quote is booked, expenses will be scheduled for the purchased products.
  • There is now a list of upcoming payments on the job’s Financials page (previously called “Income and Expenses”).
  • You can post and inline edit any upcoming payment directly on the job’s Financials page.

We’ve added the Financials page to address book profiles, allowing you to log expenses, record payment, or edit credit at the contact level with or without a job.

  

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