How can I add a 'Reimbursable expense'?

Since expenses are cost-based rather than time-based, they should be recorded as a Billable Item instead of a time entry.

Steps to Enter an Expense as a Billable Item:

1. Set Up Billable Categories and Types

   • Navigate to Customizations > Billable Category and create a new category called "Client Reimbursable Expenses."
   • Then, go to Customizations > Billable Types and create a type called "Client Expenses."

2. Enter the Expense

   • When recording the expense, select the "Client Reimbursable Expenses" category and the "Client Expenses" type.
   • Input the expense details, including the amount and description.

This ensures that the expense is properly categorized and billed to the client accurately.

Related to

• reimbursable exp
• reimbursable
• expense