Attribute PEX Costs to Projects
A comprehensive process guide for attributing PEX credit card expenses to specific projects in Buildertrend through Xero integration
12 docs tagged with "pex"
View all tagsBT - PEX Bill to Project
A guide on how to log project costs by billing PEX transactions to specific projects in BuilderTrend.
PEX - Activating Expense Types
Step-by-step guide for activating and configuring expense types in the PEX system
PEX - Approving Transaction
A step-by-step guide for reviewing, categorizing, and approving PEX card transactions
PEX - Fix Missing Tags
Step-by-step guide for restoring disabled expense tags in the PEX system
PEX - Fuel Transactions
A step-by-step guide for coding and approving FUEL PEX card transactions with screenshots
PEX - Fund Cards
Step-by-step procedure for adding money to a PEX card
PEX - Order Cards
A step-by-step guide for ordering new PEX cards.
PEX - Reconciliation
Step-by-step process for reconciling PEX expenses at the end of each month
PEX - Sync to Xero
A comprehensive guide to synchronizing your PEX account with Xero for seamless financial data flow and efficient expense management.
PEX - Transaction Export
A step-by-step guide for exporting PEX transaction records from the previous month.
Project Setup
A comprehensive guide for adding and synchronizing new projects across Buildertrend, PEX, and Xero platforms to ensure consistent financial tracking and reporting.