SimplySub Feature Spotlight
4 min 49 sec
Updated 2026-05-20

Expense Tracking

See how SimplySub helps subcontractors track job expenses, upload receipts, manage suppliers, and support cleaner job costing.

Finance

SimplySub helps subcontractors track job expenses directly inside the job record, so job costing stays connected to the work being performed.

Instead of tracking expenses in separate spreadsheets, text messages, or receipt piles, your team can record costs, categorize them, attach files, and review spending from the same place they manage the job.

What this Feature Spotlight covers

This video walks through expense tracking inside SimplySub, including:

  • Adding an expense directly from a job record
  • Using customizable expense categories
  • Pulling in expense categories from QuickBooks where applicable
  • Adding a supplier without leaving the expense workflow
  • Uploading a receipt, ticket, or supporting file
  • Viewing total expenses for a specific job
  • Filtering expenses by category or missing receipt files
  • Reviewing supplier expenses across related jobs
  • Editing expenses when details need to be corrected

Why it matters

Accurate job costing depends on knowing where money is going. SimplySub makes it easier to see expenses by job, category, supplier, and receipt status, which helps subcontractors understand costs more clearly.

This is especially useful when teams need to confirm which job an expense belongs to, identify missing receipts, or review how often a supplier is being used across multiple jobs.

Built to stay simple

The expense workflow is designed to keep your team moving. The job is pre-selected when you add an expense from the job record, categories can be customized, and suppliers can be added on the fly without leaving the screen.

Receipts and files can be attached to expenses, making it easier for office teams and field crews to keep job cost records organized in one central place.

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