Expenses

Finance > Billing Review > Expenses

The Expenses page lists billing entries for expenses entered on tickets and tasks. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Billing. For a billing entry to display on this page:

• An expense must be added to a ticket or task or expense report.
• The billing entry must match search filter parameters.

Reviewing Expense Billing Entries

1. Select the Finance > Billing Review > Expenses page.
2. Optionally change Search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
3. Click Search. A list of entries displays in the Results tab.

   

4. Optionally review the ticket or task for a billing entry by clicking the link in the Ticket/Project column.
   • The icon indicates a ticket billing entry.
   • The icon indicates a project/task billing entry.
5. Optionally review the contract for a billing entry by clicking the link in the Contract column.
6. Optionally adjust billing entires.
   • Billing Price

   Note: Adjustments do not change expenses on employee expense sheets.

   

7. Check any row you want to post.
8. Click Post to post checked rows.