Track project expenses with clarity and control. This guide shows how EVX Software helps environmental consulting firms enter and manage actual expenses, supporting better billing, budget tracking, and decision-making.
Environmental Consulting and Engineering firms manage a variety of costs across tasks, subcontractors, labs, and field expenses. Recording these actual expenses as they occur—not just what was originally budgeted—is essential for accurate billing and a true understanding of project margins. In this article, we explain how EVX Software makes this process simple, whether expenses are linked to a task or submitted independently.
When working on a project, you'll need to track actual expenses, so they can be properly billed to the client. Here is a step-by-step guide on entering expenses in a project using EVX Software.
Under "Budget Expenses" choose the specific expense item you want to report on.
Enter the date, description, quantity, and cost based on the receipt. Upload the receipt file.
Review the details and click the "Add Actual Expense" button to save.
You can also enter expenses not tied to a budget line item. Just select "Add New Actual Expense" and fill in the details manually.
Expenses can also be added directly from the Budget Expenses list view. Select an item, click "Add Actual Expense" and fill in the details.
Following these steps allows you to accurately track project expenses for billing. Contact our team if you have any other questions!
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