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How do you track reimbursable purchases on behalf of a client in method?

Last post 02-05-2014 9:10 AM by Method_Greg. 1 replies.
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  • 02-03-2014 8:37 AM

    How do you track reimbursable purchases on behalf of a client in method?

    Hi, we're a team of designers and we use Method to track our time slips per customer. Occasionally, we purchase stock images for a project we're working on for a customer and we need a way to record the purchase as billable to the client. How would one go about doing that in Method?

  • 02-05-2014 9:10 AM In reply to

    Re: How do you track reimbursable purchases on behalf of a client in method?

    Hello shayaknyc,
        This is more towards an accounting question, but I can help you out.  You can create an invoice for the client and re-create items for the images.  You can also create credit memos for the customer if you want to take away from the amount they owe you.

         We do have a customization team available if you need any work done to modify existing screens.  This may be an option to meet your specific business needs.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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