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Expenses |

Project Overview

Create Project

Project Details

Budgets & Categories

Project Dates

Delete Project

Create Job Sheet

Create Work Order

Quote Overview

Quote Details

Convert Quote

Toggle Content

Create Payment

Create Bill

Create Order

Create Expense

Create Task

Toggle Content

Budget Analysis

Payment Account

Expenses.

The Expenses feature is used to capture expenditure for goods paid for and collected at the same time. Examples include:

  • Sundries – Tea/Coffee/Food
  • In Store purchases where goods picked up and paid for at checkout
  • Ad-hoc purchases

Where a  product has been purchased but payment and receipt of the goods occurs at different times, an Order would be raised. Where goods are collected and paid for at the same time of purchase an Expense would be raised.

Status

Open – is currently active and will appear in the ‘Open’ reports and financial information will appear in all dashboards and finance reports.

Closed – is completed and will appear in the ‘History’ reports. Financials will be included in Finance dashboards and reports

Cancelled – is no longer required and will appear in the ‘History’ report but will not be included in any dashboard or financial report 

Cost Breakdown

You can record the bill amount 2 ways:
 
  1. Automatically based on Line Items
  2. Manually (default)

Automatically based on Line Items

 Use this option when you want the app to calculate the total amount based on the line amount information you enter.

Manually – Individual Users

Enter the total amount of the bill. This will override any line item total.
 

Manually – Business Users

You can enter the total as either gross amount (including tax) or net (excluding tax). With either option you can configure the tax rate to be applied. Choosing this option will override the line item total.
 

Balance

The balance is automatically calculated based on the Total Amount specified and any payments that have been made. The app will show what payments are remaining if partial payments have been made.
 

Payment History

Payments can be made from the Open Expenses Report and within the Expense record itself. Ensure ‘Display Payments’ is set to ‘Show’ to see what payments have been made. All payments entered will automatically update Financial Dashboards and reports giving you real-time view of your project.

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Manageabuild Limited

36 Bentley Close

Northampton

NN3 5JS

United Kingdom

info@manageabuild.com

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Our Story

Where it began...

We started out like so many of you embarking on the journey of getting a job, owning a house and raising a family. Knowing what was to come, we saved where we could and bought our first house. It wasn’t to our taste so work needed to be done. Being a homeowner and its responsibilities, costs quickly mounted up so we took the plunge and tried renovating ourselves. It worked out…some of the time. We needed help. We needed trades people. We needed money. But most of all we needed time. Working full time and trying to renovate was a tall order. Late nights and busy weekends, over budget and deadlines missed – like so many that never plan to start out this way but nevertheless find themselves here anyway.

Circumstances Changed

Years passed, older and wiser with family now in tow, we came to that decision in our family life on whether we should buy a bigger house or extend our home. With deposits, fees, trying to tick all the boxes and calculating the costs in a big complicated spreadsheet, we decided to extend. This time, we were determined not to make the mistakes of the past or get consumed by the project activities as we knew better (or so we thought). Besides, nothing had really changed – still working full time, bills to pay, things to do, with one exception – kids. Nursery runs, school runs, keeping the lights on, water running, heating going and the place reasonably clean and dust-free (if that is possible) whilst living at home only made things that much more challenging.

Too many things

We hired skilled tradesman for the structural work, experts for the planning and structural aspects and then went it alone again to keep costs down. From digging concrete floors, creating partition walls, becoming my own plumber to installing the wood floors, kitchen and creating an en-suite with custom shower. Whilst it was physically hard, hard work, what made it harder was the sheer number of things that actually go into a project and need actual managing. Even the simple things like choosing tiles or curtains would become a mini project!

We were faced with appointments, quotes and more quotes. Then came orders, bills, unplanned expenses. Diaries were a must, even scheduling time with the family became a task. Paper, so much paper – receipts, invoices, instructions, plans, certificates. Email after email, phone calls, store visits, site visits. Things were happening at different stages at different times and the information was everywhere, online, on paper and in my head.

Need to be different

With so many moving parts managing a build whilst doing our day job and keeping on top of everyday life there was nothing out there ready to go and  simple to use, that would help us manage the build easier. Even if it was just getting rid of the spreadsheets and the complicated formulas or putting everything online and in one place or just telling me what I was late on or coming up or left to pay. We struggled to manage the budget with the finances constantly moving and needed to be updated. That’s why we set out and created manageabuild.com – to make your life that little bit easier, take away the complicated, reduce the workload, get rid of the spreadsheets, calculations and formulae and just allow you to manage your project better giving you that ever important time back to do what matters most to you.

Yours Sincerely,

Manoj Rana – CEO & Founder