Tracking reimbursable expenses

Jobs Overview > Creating jobs > Tracking reimbursable expenses

If you're creating a detail job, you can indicate whether you want to track the job's reimbursable expenses that you'll incur during the course of completing the job. If you choose to do this, you'll then link the job to a specific customer, so you'll be able to track who owes you for your reimbursable expenses.

For example, say you're tracking reimbursements for Job 01, which is linked to customer Edgar Reuss. During the course of working on Job 01, you purchase some items to complete the job. When you create a purchase in the Purchases window for the purchase you made, you'll assign the line items on that purchase to Job 01. Then, when you record the purchase, the line items you assigned to Job 01 will automatically be marked for reimbursement by Edgar Reuss.

Click below for the step-by-step procedure:

Indicate whether you'll track reimbursements for the job (detail jobs only)