Rechargeable Expenses

Occasionally expenses are incurred by your business on behalf of a customer to whom you will invoice the expense to recover it. By selecting to relate an expense transaction to a customer, a report can be produced that lists all rechargeable expenses that have been recorded. Use this report to ensure that you have invoiced all those expenses to the appropriate customer.

The report is found under the Reports Menu.

Reports - Customers - Reimbursable expenses

Note that the option to do this is set at the organisation level by ticking the Tracking Rechargeable Expenses on the organisation Profile. If the option is not selected, no customer selection drop-down is offered. To switch on navigate to the Organisational Profile.

Control - Organisational Profile - Optional Features