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Add or edit a cost

Log a cost against a service request, attach the invoice or estimate, and send it for approval.

BODY (copy from here)

Admins only. Open Admin → Costs.

You can also add a cost from the Costs tab on a service request.

Add a cost

  1. On the Costs page, click + Create Cost.
  2. Enter the Amount (required).
  3. Add a Description of what the cost is for.
  4. Fill in PO No., Invoice No., and Project No. if you have them.
  5. Under Service Request, search for and pick the request this cost belongs to.
  6. Fill in any Custom Fields your organization uses. Ones marked with a red asterisk are required.
  7. Under Attachments, click Select Files to attach one or more files, and mark each one as an Estimate or an Invoice.
  8. Under Approval Workflow, pick a template to send the cost for approval, or leave it on No approval.
  9. Click Create Cost.

Edit a cost

  1. Click the pencil on the cost's row (or Options → Edit Cost on its detail page).
  2. Change what you need.
  3. Click Update Cost.

When editing, you also have:

  • Submit for approval: pick an approval workflow to start a new approval round on this cost.
  • Withdraw current pending approval: check this to cancel an approval that's still in progress.

Deactivate a cost

Click More (⋯) → Deactivate on the row, or Options → Deactivate on the detail page. Use this for costs entered by mistake or duplicates.

Tip: Always link the cost to its service request and fill in the PO or invoice number. That way the cost shows up on the job, and you can find it later by searching the number on the Costs page.

Related articles

  • Track spending on the Costs page
  • How cost approvals work
  • Set up approval workflow templates
  • Upload invoices and estimates

Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.