Lodging and Travel Expenses On Projects

[chris-zeww]

We would like to track Lodging and Per Diem expenses on Projects. For now we have created a material with a "Travel Exp" label on it. But it seems there might be a better way to do this. Is anyone tracking these types of expenses on Projects in another way?

[michael21]

Glad it will work out for you chris-zeww.

[michael21 · Accepted solution]

While we don't have travel specifically, we do have a number of non-product items that we must expense on jobs.  For us, that would include shop supplies, equipment rentals, towing charges, etc.  We handle this by creating a material item that is not inventory tracked.  We then set the item's cost of goods sold account to the actual account we want to use, (in our example, cost of sales - other, cost of sales - equipment rental, and cost of sales - other respectively).  We then create a job purchase order that contains these material items.  They are reflected in job cost and do not affect our accounting software's inventory accounts, but do post to the correct cost of sales for the item.

[chris-zeww]

Thank You @michael21. This is great. We will work on setting something like this up for our projects.