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Expense carryover to customers

Last post 08-23-2010 10:47 AM by Anonymous. 1 replies.
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  • 08-22-2010 1:29 PM

    Expense carryover to customers

    How do we assign a customer if the expense is reimburseable?


    Tim Grant
    Owner, Business Solutions Providers
    San Francisco
  • 08-23-2010 10:47 AM In reply to

    Re: Expense carryover to customers


    You'll need to first make sure that you turn on the option to display the customer and billable options for expenses.  To do this, follow the steps below.


    1. Click Process Expenses.
    2. Click Preferences.
    3. Under the "Expenses Screen" tab, check the checkbox for "Allow to specify customer for expense?" and "Allow to specify if expense is billable?".
    4. Click Save.
    The next time you open the "Expenses" window, you'll see the option for Customer and Billable are now visible.  


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