Tip #1: Become familiar with how various sales types affect reimbursements

Tip #1: Become familiar with how various sales types affect reimbursements

If you haven’t already read the Jobs Overview, see Getting reimbursed for job expenses for more information.

One important choice you’ll make will affect the method by which MYOB AccountEdge tracks reimbursable expenses: the type of sale you choose to create to bill the customer. Specifically, if you normally create item sales, your method of tracking reimbursable job expenses will differ from the method that’s used to track reimbursable job expenses on service sales, professional sales, time billing sales and miscellaneous sales.

When you’re reimbursing job expenses on sales, always keep in mind the type of sale you’ve selected.

Idea: Practice with Widgets, Inc.

To acquaint yourself with how different types of sales affect reimbursable job expenses, we suggest you review the sample data file, Widgets, Inc., that was installed when you installed your AccountEdge system.

Tip #1: Become familiar with how various sales types affect reimbursements