Record an expense

Last updated: July 18, 2026

Before you begin

Sign in, open the project, and have the expense details and a receipt file ready. A receipt attachment is required.

Permission note

Creating an expense requires the project’s expense-create permission.

Steps

1. Open the project Reports tab and select the Expenditure view, or choose Expense from the shared add activity picker.
2. Enter the expense description, choose a Category, enter an Amount, and confirm the Date and Time.
3. Choose a Status.
4. Select Add Attachment and add the receipt. You can attach up to 10 files.
5. Review the details and select Add expense.
6. Return to the expenditure view to find the recorded spend.

Expected result

The expense is recorded for the project and can appear in the feed as a linked activity.

The saved synthetic materials expense appears as a linked activity in the project feed.

Troubleshooting

If the expense option is unavailable, your project role does not have expense-create permission. Attach a receipt means no attachment has been added. If a file cannot be opened, choose it again from a location available to InBuildr. If the entry does not appear, refresh the expenditure view and check the selected date or filter.

Related guides

• Record a daily log
• Attach a receipt to an expense
• Find or add a report
• Post a site update

Open this journey in InBuildr