Adding Multiple Items to a Single Expense (e.g., Cement + Iron Rods)

Adding Multiple Items to a Single Expense (e.g., Cement + Iron Rods)

Introduction

When one purchase covers several materials or services, bundle them into one consolidated expense for cleaner reconciliation.

What is a Multi-Item Expense?

  • A single expense record containing multiple line items (materials/services), each with its own quantity and cost.

  • Ideal for supplier invoices that include several products.

Why Bundle Items?

  1. Speed: Fewer submissions and approvals.

  2. Accuracy: Line-level detail without cluttering your transactions list.

  3. Reporting: Itemized analytics per stage, vendor, and category.

How to Add Multiple Items

  1. Click “Add Item”

    • Within the expense form, choose Add Item.

  2. Enter Item Details

    • Item name, quantity, unit cost, and optional notes (e.g., size/spec).

  3. Repeat for Each Material or Service

    • Add all lines from the supplier invoice (e.g., cement, iron rods, labor).

  4. Submit One Consolidated Expense

    • Review totals → Submit to keep the invoice intact.

Notes & Tips

  • Match item names to your standard catalog (if set) for consistent reporting.

  • Attach the supplier invoice for faster Ops validation.

  • 💡 Example: One “Foundation Expense” can cover cement (200 bags), iron rods, sand, and labor in a single entry.

FAQ

Q: Can I edit one item later?
A: While Pending—yes. Once Processing/Completed—items are locked.

Q: Can items have different tax rates?
A: Yes—apply tax/fees per line item if your settings allow.

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