Jobs

To track reimbursable expenses

1. Link a customer to a job:

1. Create a detail job using the Job Information window. (To add a job)
2. In the same window, link the customer to the job. (Linking a customer to a job)
3. In the same window, mark Track Reimbursables.

2. Enter an expense, and assign the expense to a job -- a job set up to track reimbursables as specified in step 1. (Assigning transactions to jobs)

Reimbursable expenses can be entered using the following windows:

• Purchases window

• Spend Money window

• Pay Employee window: You can distribute employee pay to one or more jobs for reimbursement, as long as the payroll category line items for which you want to be reimbursed are assigned to an expense or cost of sales account.

Please note that 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.

Related topics

• Getting reimbursed for job expenses