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Combine reimbursable expenses by employee or vendor on an invoice

When creating a customer invoice for time and expenses, all expenses for each employee or vendor must show as a single amount.
 

Detailed instructions

Create Invoices:

  1. In the menu bar, select Customers and then Create Invoice.
  2. From the Customer:Job drop-down, select a Customer:Job for whom you have entered billable expenses.
  3. When the message appears The customer or job you have selected has outstanding billable time and/or costs, choose Select the outstanding billable time and costs to add to this invoice.
  4. Click OK
  5. Place a check mark next to all activities for one employee or vendor.
  6. Check the box for Print selected time and costs as one invoice item.
  7. Click OK
  8. On the Choose billable time and costs window, click the appropriate tab.
  9. Check off all activities for the first item, employee or vendor.
  10. Check the box Print selected time and costs as one invoice item.
  11. Click OK to add these expenses to the invoice. 
  12. Click Add Time/Costs to add information for another item, employee or vendor, if necessary.
  13. Repeat Steps 5-11 to add additional time and expenses as single line items.

Invoice for time and expenses:

  1. In the menu bar, select Customers and then select Invoice for time and expenses.
  2. Set the appropriate date range for the expenses for which you wish to bill the customer.
  3. Select the Customer:Job you wish to bill for expenses.
  4. Check the box Let me select specific billables for this Customer:Job.
  5. Click OK
  6. Place a check mark next to all activities for one item, employee or vendor.
  7. Check the box for Print selected time and costs as one invoice item .
  8. Click Create Invoice.
  9. On the Choose billable time and costs window, click the appropriate tab.
  10. Check off all activities for the first item, employee or vendor.
  11. Check the box Print selected time and costs as one invoice item.
  12. Click OK to add these expenses to the invoice. 
  13. Click Add Time/Costs to add information for another employee or vendor if necessary.
  14. Repeat steps 6-12 to add these amounts as a single line item also.

Notes:

  1. Click Print Preview to see how the information will appear when printed. There will be a separate line for each employee's or vendor’s activities marked Total Reimbursable Expenses.
  2. You can add information on which vendor or employee each amount is related to in the memo field, if needed.
  3. Click Save and Close when finished.

 

 

KB ID# HOW12919
12/3/2016 7:55:45 PM
PPRDQSSWS407 9138 Pro 2017 24ec8a