Materials expenses

Expenses are all the costs you incur during a project: mostly materials bought for the job, but also transport, equipment rental, or subcontractors. Bulido tallies them in the Materials section of the Settlements tab, so by the end of the project you know exactly what you spent and how it nets against the client's payments toward materials.

Adding an expense by hand

In the project, go to the Settlements → Materials tab. In the Materials expenses section, click + Add expense. The Add materials expense dialog opens with these fields:

Amount (required). The expense value, must be greater than zero.
Spent on (required). When the purchase happened.
Title (required). A short description, e.g. Bathroom tile, Ceiling paint, Panel adhesive.
Store (optional). Where you bought it, e.g. Wickes Camden. Useful when you come back to it months later.
Note (optional). Your own notes, e.g. Was short one box, buy more.

Click Save expense and the entry lands in the project's expense history.

Adding an expense from a receipt or invoice

Instead of typing the data in by hand, you can upload a photo of the receipt or a PDF invoice. Bulido will extract the amount, date, and store from the document for you. Details in Upload receipts and invoices to a project.

Editing and deleting an expense

Click an entry in the expense list to open the Edit materials expense dialog with the fields pre-filled. Adjust what you need and click Save. The same dialog has a Delete button: before removing it, Bulido asks "Delete this expense?" because the action is irreversible.

Materials balance

The Materials section header shows three figures:

Client payments: the total amount the client has put toward materials (advances, settlements).
Expenses: the total of your costs on materials.
Balance: the difference. Positive when the client paid more than you spent (you have a float for the next purchases). Negative when you spent more and they owe you.

The balance updates automatically every time an expense or payment changes.

What's next

Materials expenses

Adding an expense by hand

In the project, go to the Settlements → Materials tab. In the Materials expenses section, click + Add expense. The Add materials expense dialog opens with these fields:

Amount (required). The expense value, must be greater than zero.

Spent on (required). When the purchase happened.

Title (required). A short description, e.g. Bathroom tile, Ceiling paint, Panel adhesive.

Store (optional). Where you bought it, e.g. Wickes Camden. Useful when you come back to it months later.

Note (optional). Your own notes, e.g. Was short one box, buy more.

Click Save expense and the entry lands in the project's expense history.

Materials balance

The Materials section header shows three figures:

Client payments: the total amount the client has put toward materials (advances, settlements).

Expenses: the total of your costs on materials.

Balance: the difference. Positive when the client paid more than you spent (you have a float for the next purchases). Negative when you spent more and they owe you.

The balance updates automatically every time an expense or payment changes.