Matidor 101: Adding Cost Tickets in Matidor | Track Project Spending Accurately

Get hands‑on with cost tickets in Matidor and learn how to record project spending directly against your budgets. In this quick tutorial, we’ll show you how to log costs, link them to the right codes and vendors, and keep your budget view accurate and up to date.

In this video, you’ll learn how to:
✅ Add new cost tickets from the Budget tab for any active budget
✅ Select cost codes and vendors, enter amounts, and save detailed cost records
✅ Manage cost codes and vendors from Workspace settings when you need new ones
✅ Sync costs automatically when Matidor is connected to your accounting software
✅ Export cost data for reporting and sharing with stakeholders

Using cost tickets in Matidor keeps your financials organized, transparent, and easy to monitor. so project managers and field teams always know where the money is going.

Start tracking your costs in Matidor today. To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial walks through how to create cost tickets in Matidor — the individual transaction records that log actual spending against a project budget. Each cost ticket captures the cost code, vendor, amount, invoice reference, and notes, creating a complete and auditable spending record that project managers and finance teams can review, filter, and export at any time.

Who This Is For

This video is for project managers and field supervisors who log costs against project budgets, finance and accounting team members who reconcile field spending against invoices and purchase orders, and anyone in an organization that needs a clear, exportable record of what was spent on a project-by-project basis.

Step-by-Step Walkthrough

The tutorial begins in the Budget tab of an active project. You click to add a new cost ticket, select the relevant budget, and choose the appropriate cost code for the expenditure — for example, the Equipment cost code for a machinery rental charge. You then select the vendor, enter the invoice amount, add an optional invoice number and description, and save the ticket. The saved cost ticket immediately updates the running total on the budget, reflecting the new spend against the remaining balance.

The tutorial shows how to manage cost codes and vendors from Workspace Settings if new entries are needed. When Matidor is connected to an accounting system, cost tickets can also sync automatically from invoices processed externally, eliminating manual entry for organizations with high transaction volumes. The tutorial closes by showing the cost export function, which generates a detailed spreadsheet of all cost tickets filtered by date range, cost code, or vendor for use in financial reports or client billing summaries.

Key Takeaways

Cost tickets in Matidor create a precise, structured record of every dollar spent on a project. By capturing cost code, vendor, amount, and invoice details for each transaction, your organization maintains an audit-ready financial history tied directly to the projects and locations in Matidor — no separate spreadsheets or manual cost tracking required.