Has anyone tried handling administrative costs through Aspire? Stuff like safety, office supplies, small hand tool purchases, membership dues in different orgs, equipment repairs done by outside parties?
We’re wanting to try and unify some things and not have everything that we refer to as “below the line” (non job costs) scattered across multiple systems and spreadsheets.
Curious to hear anyone’s thoughts and experiences.
We put most everything into Aspire. We just put those items on internal/overhead work tickets and they can then be allocated appropriately in Quickbooks.
We put most everything into Aspire. We just put those items on internal/overhead work tickets and they can then be allocated appropriately in Quickbooks.
Thanks Megan! Are you coding things via invoice number so you can easily allocate in QB? One of the discussions we’ve been having is if it is worth creating a bunch of categories so that items can be classified in the purchase receipt if we want to track those within Aspire instead of having to run it through QB to figure out reporting.
We have created items in Aspire with item codes that match the appropriate category in QB. (They are not available for estimating, so they don’t muck up that process.) So when those items show up in QB, our accountant knows exactly where to put them. Since we apply them to overhead tickets/opportunities, you can easily filter those for reporting.
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