In Drum, you can add costs (expenses) to your projects to ensure that all associated costs are captured.
To capture a cost against a project, first navigate to the project that you would like to add a cost to, and click on the "Costs" tab:
Select "Costs" in the tabs above the project tasks.
Now, click on the blue "Add Cost" button above the costs table:
Existing costs allocated to the project will be listed in the table.
In the form that appears, enter the required details for the cost.
Please note a few details:
You can search for an existing supplier by typing their name in the "Supplier /Staff Member" field at the top of the form. Entering an unknown name will automatically add a new supplier and show the message "Adding this costs will also create this supplier.
Cost types can be managed by your Drum admin here: Cost Types. Cost types are simply ways for you to categorise the different costs within your business.
All of the details that you enter in this form can be adjusted in the following page, once you click on "Save and Edit".
The cost page for an existing cost allocated to a project.
On the Project Cost page, you can:
Edit all attributes by clicking on the associated text and entering a new value, including the status.
Add line items, if required.
Optionally integrate the cost with your Xero account, provided that your Drum account has been setup for that purpose. You can do this by choosing a cost status that has "(Xero)" in the name.
Once the cost has been approved, the cost total will be added to the project's "Cost to Date" and will impact the budget. Costs can be included in invoices to clear them as an "Unbilled Expense" against a project.