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Expense sheets record the costs incurred for the firm or for a matter: travel, meals, mileage allowances. Paid personally or with a company card, expenses are approved, then reimbursed and, when linked to a matter, rebilled to the customer.
- Expenses items and approvers are set up in Expense Setup.
- To be reimbursed, your resource is linked to a vendor.
- Open My Expensesheet, then choose New.
- Fill in the date, the expenses item and, if the expense relates to a customer, the matter.
- Enter the amount, excluding or including VAT depending on the setup, or the distance for a mileage allowance.
- Attach the receipt.
- Choose Post: the expense is sent for approval.
¶ Follow up and correct your expenses
- Declined expenses come back with a reason: choose Edit Declined Expenses, correct them, then post again.
- A posted expense can no longer be changed in the sheet: choose Reminding Expense Entries to bring it back into your sheet.
Assistants and administration use Expensesheet to enter expenses for several resources.