Expenses Settings
Expenses settings define the categories site spending is classified under, and how expense claims behave. Getting the categories right is what makes project cost reporting useful — a single "site expenses" line tells you nothing about where the money went.
Where to find it
Go to TenderPro > Settings > Expenses.
What it defines
| Setting | What it controls |
|---|---|
| Expense categories | The types a site claim can be filed under — travel, accommodation, local purchase, labour and so on. |
| Ledger mapping | Which account each category posts to. |
Create categories that answer a question you actually ask. "Travel" and "Local purchase" are worth separating because you would price them differently on the next tender; a dozen near-identical categories just make claims slower to file and no more informative.
Where categories are used
Every claim recorded in Expenses carries one, and the claim reaches the ledger through its mapping. Advances given ahead of the spend are recorded as Cash Vouchers.
Related pages
- Expenses — the claims themselves
- Cash Voucher — advances
- Settings — alert roles for claims