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How do I add and categorize project expenses in Bolster?

Bolster expenses let you upload bills and receipts, mark payment status, categorize costs, and assign expenses to projects so you can accurately track budget vs actuals .

Expense management in Bolster is built to make it easy to capture costs and connect them back to the project so you can track budget vs actuals . Bolster’s direction is to link expense tracking to the estimate, accounts, and even accounting software, using automation to reduce manual steps .

What you can do with expenses

  • Add an expense by entering a bill or uploading a receipt photo

  • Mark bills as paid or unpaid when entering them, and update unpaid bills later

  • Import a receipt and have it read automatically (receipt parsing), with values pre-filled and editable

  • Use receipt line items to help tie costs to quote items, improving budget vs actual accuracy

  • Automatically categorize expenses from card transactions and assign them to projects (so costs land in the right place)

Recommended workflow

  1. Capture the cost by adding a bill or uploading a receipt image

  2. Confirm whether it is paid (or leave unpaid and mark paid later)

  3. Assign the expense to the right project and match it to the right estimate items when possible

Tips

  • Capture receipts as you go. The closer to real time, the more accurate your budget vs actual view will be

  • When you can match receipt line items to estimate items, you get cleaner variance reporting and better insight into where jobs win or lose margin