Logging expenses on an estimate

Logging expenses on an estimate is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Track actual costs against planned estimate economics.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Enter expense with category, amount, date, and supporting note.
2. Attach receipt/invoice where policy requires.
3. Reconcile expenses against margin targets periodically.
4. Flag unusual variance for manager review.

Common failure points

• Batch-entering expenses late and losing context.

Handoff and follow-through

• Manager reviews variance before closeout.