Getting reimbursed for job expenses

Reimbursables are expenses incurred on behalf of a customer for a job; these expenses need to be reimbursed by the customer. Using job reimbursable expenses, you can mark up and bill for expenses allocated to a job when you create a sale for the linked customer.

In order to work with reimbursable expenses transactions, certain conditions must exist in your company file. Your company file must have:

• A customer that is linked to a job that is set up to track reimbursables

• An expense assigned to a job that is set up to track reimbursables

• A default item, activity or account for job reimbursables

Step by step

• To track reimbursable expenses (setup)

Related topics

• Changing and deleting reimbursable expenses