Cost Tracking

Configure cost tracking in Settings → Organization → Costs.

Cost Documents

OCR Processing

Upload cost documents (receipts, invoices):

1. Go to OCR in the sidebar
2. Upload document image or PDF
3. AI extracts:
   • Vendor name
   • Date and amount
   • Category suggestion
   • Line items
4. Review and confirm

Manual Entry

1. Go to Costs in sidebar
2. Click New Cost
3. Enter details:
   • Vendor and description
   • Amount and date
   • Category
   • Attach receipt

Cost Categories

Organize expenses by category:

1. Go to Settings → Organization → Costs
2. View or create categories:
   • Materials
   • Services
   • Travel
   • Equipment
   • Software
   • Office supplies

Category Colors

Assign colors for visual organization in reports.

Planned Costs

Track expected expenses:

1. Go to Planned Costs
2. Create planned cost:
   • Expected amount
   • Due date
   • Category
   • Project link (optional)
3. Mark as realized when paid

Cost Imports

Import costs from external sources:

1. Go to Settings → Organization → Costs → Imports
2. Upload CSV file
3. Map columns to fields
4. Review and import

Budgets

Create and track budgets:

1. Go to Budgets
2. Create budget:
   • Name and period
   • Amount limit
   • Categories included
3. Track spending against budget

Reports

View cost analytics:

• Spending by category
• Monthly trends
• Budget vs. actual
• Cost per project