Including reimbursable job expenses on item sales
To track and bill for reimbursable expenses, you'll need to create a "placeholder item" that you can use with your sales transactions. This placeholder isn't a physical item at all; it merely exists so you can record your reimbursable expenses on item sales. This will allow you to enter any type of expenses - items or services - on your item sales.
Using the Item Information window, you can create a new item to serve as a placeholder for your reimbursable job expenses. You can then use the new placeholder item to assign expense transactions to a job and quickly prepare sales that bill the customer for the job's reimbursable expenses.
When you create an item sale in the Sales window and click the Reimburse button to open the Customer Reimbursable Expenses window, the field at the top of the window will be labeled Reimbursement Item. Use this field to enter the item number of your placeholder item for reimbursements. For an example of how to create and use a placeholder item for reimbursable expenses, see An example of how the default item works on item sales.
For step-by-step instructions on creating placeholder items, see To create a default reimbursement item. For additional information about other factors that may apply when you create a placeholder item, see Other considerations when creating items.
If you need more information about recording and tracking reimbursable expenses, refer to these topics:
Tracking reimbursable expenses
Getting reimbursed for job expenses
To track reimbursable expenses (setup)
To bill a customer for reimbursable expenses