To Be Reimbursed tab

Click this tab to open the To Be Reimbursed view. Expenses that are recorded on purchases but have not been applied to a sale are listed here. (A job for the customer entered on the sale -- a job for which you track reimbursables -- must have been entered on the line item of a purchase.)

Reimbursed/Removed tab

Click this tab to open the Reimbursed/Removed view. Reimbursable expenses that have been applied to sales are listed here.

Reimbursement Account

This field appears if you're currently in the process of creating a service, professional or miscellaneous sale. Enter the account you use to track reimbursements on these types of sales.

Reimbursement Item

This field appears if you're currently in the process of creating an item sale in the Sales window. Enter the item number you use to track reimbursements on item sales.

Vendor column

This field shows the name of the vendor with whom you recorded the reimbursable expense.

Description column

This field shows a description of the reimbursable expense. Click the zoom arrow to view the expense.

Date column

This field shows the date of the reimbursable expense.

Job column

This field shows the job number that was recorded on the reimbursable expense.

Cost column

This field shows the amount of the reimbursable expense.

Checkmark (Reimburse) column

Click in this column next to each expense you want to reimburse; an checkmark will appear to indicate the expense has been selected.

Reimbursable column

This column shows the amount to be reimbursed; this amount can be changed.

Customer

This field shows the linked customer card. Click the zoom arrow to view the Profile view of the Card Information window.

Print button

Click the Print button to print the Customer Reimbursable Expenses report.

Markup button

Click Markup to open the Markup Information window where you can calculate a reimbursement amount that includes markup for all the expenses whose Action field you've marked. After you've calculated prices with markup, the reimbursement amounts appear in the Reimbursable column.

Reimburse

When you click this button, all the expenses whose action column you marked appear in the line item area of the Sales window automatically. These expenses are now considered reimbursed.

Cancel

Click the Cancel button if you don't wish to record reimbursable expenses at this time. The Customer Reimbursable Expenses window will close.