How do I import Expenses into a Bill?

You can import existing Expenses into a Bill in Contractor Foreman instead of manually entering them as Bill items. This allows you to add eligible project expenses directly to the Bill and keep your job costing records organized.

To import Expenses into a Bill

1. Go to Bills from the main menu.
2. Create a new Bill or open the existing Bill where you want to add the Expense.
3. In the Bill, locate the Lump Sum/Item Costs table.
4. Click the 3-dot menu in the table.
5. Select Import from Expenses from the Add Item to Bill options.
6. A list of eligible Expenses will appear.
7. Select the Expense or Expenses you want to add to the Bill.
8. Click Save & Close.

The selected Expenses will be added to the Bill as line items.

 After importing an Expense:

1. The Expense is added to the Bill and included in the Bill’s total.
2. The original Expense remains in the system and is associated with the Bill.
3. You can review the imported Expense along with the other Bill items.

Importing Expenses helps reduce duplicate data entry and makes it easier to keep project expenses and Bills connected for accurate job-cost tracking.