Generate invoices from expenses

As part of the Cost Plus package, you can now easily generate invoices from recorded expenses.

When creating an invoice for your client, you can simply select one or multiple expenses you previously recorded and attach a document, such as a receipt. The line items will automatically populate with the appropriate amounts.

You can also add a markup per line item and access more display options to hide or show quantities, margins, and unit costs.

Coming soon

• Generate invoices from the payment schedule (End of January)

• Generate invoices from contract items (End of January)

• Generate invoices from change orders (End of January)

• Cost-Plus Package: Improved Budget view/ P&L (Mid-February)

• Cost-Plus Package: Generate expenses from the timesheet (Mid-February)

Change Orders – Improvements

We’ve updated the change orders. You can now create categories within change orders, which will help you analyze your cost-plus budget more effectively in the future. Additionally, the first line item of each change order is now displayed in the contract tab table, making it easier to identify.

You can also search and add items quickly from your cost catalogue to create a change order.