Cost Pools
Buy it once; split the cost across the jobs that actually used it.
Cost Pools
Navigate to Receipts & Expenses > Cost Pools to fairly spread bulk-supply purchases across the jobs that actually used them. When you buy a pallet of materials or a bulk box of supplies for several jobs at once, you can't put the whole receipt on one job. A cost pool holds that spend and then redistributes it onto the right jobs by a rule you choose.
How it works:
- Create a pool. On the Cost Pools page, give it a name and pick how it behaves:
- Scope: which jobs share the cost: Manually tagged jobs, Catalog item match (jobs whose estimates use a flagged bulk product), or All active jobs.
- Weight: how to split the cost: by hours on job, by estimate value, by equal split, or (for catalog pools) by catalog quantity or per-unit cost.
- Send receipts to the pool. On a receipt's detail page, set a line's target dropdown to the pool (shown with a ◆ marker) instead of a single job. For per-unit pools, enter the number of units purchased.
- Run the allocation. Open the pool, review the Allocation Preview (nothing is saved until you run it), optionally limit it to a date range, then click Run Allocation Now. The pool reports exactly how much it spread across how many jobs, and warns you if estimates call for more material than was recorded.
Bulk-Purchased Catalog Items: On the Cost Pools page you can flag a Product as bulk-purchased and set its unit, so catalog-match pools know which items to look for. All items in one pool must share a unit.
Variance & reversal: The pool's KPI cards show total spend, amount allocated, and anything left unallocated. Every allocation run is listed in the pool's history with a Reverse this run button, so an allocation is never permanent. Deleting a pool keeps its historical allocations intact.
Permissions: Viewing requires receipt access; creating pools and running allocations requires manage-receipts (admins by default).
