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. |
Supplier column |
This field shows the name of the supplier 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. |
Action column |
Click in the Action column next to each item you want to reimburse or markup; an X will appear to indicate the item's 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. |
All button |
Click the All button to place an X next to every expense in the Action column. |
None button |
Click the None button to remove the X next to every expense in the Action column. |
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. |