Projects Don't Show Expenses

Problem

Some projects in ServiceTitan don't show expenses, even though they have purchase orders.

Solution

1. Find and go to the project in question.

2. In the project dashboard, click Financials.

3. In the Financials screen, check for project expenses under the Project Summary or Budget vs Actuals sections.

4. If the project shows no expenses, check if the estimate has been sold for $0. If so, update the estimate with the correct amount.

5. If the project shows some expenses, but not all, check the job costing section to see if there are additional job costs that aren't showing up in expenses.

6. Check if the purchase orders have been sent and received.

7. If the purchase orders have been exported, check if the bills have been entered in the batch. If not, enter them in the batch.

8. Post the batch to show the expenses in the project.

Note: If the bills have been entered in the batch but still don't show up in expenses, check if the purchase orders have been received. If a purchase order is still received, it won't account for the cost in the project.