Log every business expense on one monthly sheet

Open Expenses and type into the top row of the month. Pick or type a payee, a category and how it was paid, then enter the amount. The row saves as soon as the amount is above zero, and Enter or Tab moves you to the next field.

Yes. Every expense has a Job field, where you pick an existing job or create a new one. The expense then links to that job. Crew members see only the jobs assigned to them in that list.

Every organization starts with ten categories: Materials, Fuel, Equipment, Tools, Subcontractors, Vehicle, Permits & fees, Office, Meals and Other. Cash and Check come set up as payment methods, and you add your own cards and bank accounts. Rename, remove or add entries in expense settings. A removed entry keeps showing on the expenses already filed under it.

Yes. Techs and team leads log their own expenses and see only the ones they logged. They can file a cost only to a job assigned to them, and they can add a new payee as they type. Deleting expenses and editing the lists stays with admins and managers.

Yes, in one direction. With QuickBooks connected, its purchases appear in the month they were made, beside the expenses you logged, and count toward that month's total. They are read only here, so you change them in QuickBooks. Expenses you log in JobWise Pro are not sent to QuickBooks.

Deleting an expense removes the row at once and offers Undo for a few seconds. Undo puts the expense back with every field it had. Removed payees, categories and payment methods can be brought back the same way.