To track reimbursable expenses (setup)

1. Link a customer to a job:



1. Create a detail job. (To add a job)



2. Link the customer to the job. (Linking a customer to a job)



3. Mark Track Reimbursables.


2. Enter an expense, and assign the expense to a job -- a job set up to track reimbursables. (Assigning transactions to jobs)

Reimbursable expenses can be entered using the following windows:

• Purchases window

• Spend Money window

• Pay Employees window : You can assign line items on a paycheck to a job for reimbursement, as long as the line items for which you want to be reimbursed are assigned to an expense or cost of sales account.

Please Note: Items that you inventory can't be used as reimbursable expenses; they won't be included in the To Be Reimbursed window.

3. Depending upon the type of sales layout you choose and the type of reimbursable expenses you record, you may have to set up a default reimbursement item, activity or account. (Creating a default reimbursement item, activity or account)



4. Once you've completed these steps, you're ready To bill a customer for reimbursable expenses.