- Home
- Upcoming Live Training Sessions!!
- Webinar Recordings
- Implementation Courses
- Getting Started Guide For Admins
- RedTeam Go Navigation
- Gear Icon
- Administration
- Contacts
- Projects
- Planroom
- Estimate (Base Bid)
- Bid Invitations
- Proposal Package
- Construction Buy Out
- Contracts
- Daily Logs
- Photos
- Billing
- Schedules
- Submittals
- Transmittals
- Request For Information (RFI)
- Potential Change Orders (PCOs)
- Change Orders
- Owner Change Orders
- Subcontractor Change Orders
- Internal Change Orders
- Meetings
- How Do I Add Meetings?
- Close Out
- Job Costs (Purchase Orders & Expenses)
- Required Documents
- Accounting
- Reports
- Superintendent
- Subcontractor
- Architect
- Owner
- Mobile
- Release Notes
- Glossary of Terms
- Accounting
Hello. How can we help you?
What are some Frequently Asked Questions on Expenses Module?
Why do I have to make an Expense before a Purchase Order?
From the Web Portal, all items start as Expenses and can be switched to a Purchase Orders upon Approval.
Purchases created by the Mobile app can come in as either Expenses or Purchase Orders. You can create a Purchase order from the app because you may need a Purchase Order commitment number at checkout with certain vendors.
Expenses or Purchase Orders. . .which one should I use?
Expenses and the Purchase Orders generated in the Expenses module will be shown as cost commitments on related budget reports. The only difference is that Purchase Orders are given a sequential cost commitment number like regular web Purchase Orders and Subcontracts. Expenses can be used for purchases that are less official but still need to be charged to a Project.
From the RedTeam Go Mobile App, both Purchase Orders and Expenses can be created. A Purchase Order number may be required at a store or vendor so we provide the ability for employees to pull a PO# from the mobile app and return to complete the rest of the Purchase Order after the purchase is complete.
What if The Expense or Purchase order is wrong?
Expense items can be edited or deleted before Approval. An Accountant will have the ability to Edit or Delete after a PM Approval.
When does an Expense or Purchase Order or show up in my Project?
The cost commitment is made when the items are Approved by a Project Manager.
Which Reports will show transactions from Expenses module?
- EXPENSE REPORTS: Each item in the expenses module will have a pdf report that can be Printed from the Expenses module. This will also show in the Briefcase>Purchase Orders folder when they are approved.
- PURCHASE ORDER REPORTS: Transactions will also show on the Purchase Order Summary Report and the Purchase Order Detailed Report.
- BUDGET REPORTS: These items also feed into Budget reports when approved. Transactions will show up in the Actuals and Construction Cost columns of the Interactive Job Status Reports
- Construction Budget vs. Actual Cost (actuals
- Owner Budget vs Actual Cost
- Owner Budget vs. Construction Budget (Expenses Construction Costs)
- Job Status report
We have an Accounting Software Integration (QuickBooks Desktop or Online, Foundation, Sage 100/300) why are my Expenses not showing up?
For Expenses or Purchases to push from RedTeam Go through your Accounting Integration these items will need to be Accepted by an Accountant. This is done so Accountants can have some control over which transactions move into the accounting software and when.
What is the difference between traditional Purchase Orders and the Purchase Orders created via the Expenses module?
Traditional Purchase Orders created from Commitments>Purchase Orders on the web version of RedTeam Go and Purchase Orders created through the Mobile app or Expenses Module will work the same but primary differences are:
- the location where you work with these Purchase Orders. Expenses are managed from Accounting menu, while traditional POs are created and managed from inside the project.
- Purchase Orders made via the app cannot be sent to or signed by the vendor. They act more like ‘Field Purchase Orders’ enabling employees to make purchases that require a Cost Commitment number (a PO Number)where the transaction ends with the purchase and submission of a receipt to Accountant for reconciliation.