To change the reimbursement status of an expense

If you haven’t already read the Jobs Overview, see Changing and removing reimbursable expenses for more information.

The Jobs List window should be displayed.

  1. All the jobs in your company appear in the scrolling list. Highlight the job whose expenses you want to change.

  2. Click Edit to open the Edit Jobs window.

  3. Click the Reimburse button to open the Job Reimbursable Expenses window, which shows all the reimbursable expenses that have accumulated for the job. Notice that the top of the window shows two tabs, labeled To Be Reimbursed and Reimbursed/Removed. When you click a tab, the transactions with the appropriate status fill the scrolling list.

  4. Find the expense whose status you want to change, then click the Remove column next to the item to mark it for removal from the list.

  5. Click the Remove From List button to move the expense to the other list in the window.

    Keep in mind that when you click the Remove From List button, the expense is merely moved to a different list; it isn’t actually removed from your financial records. If you want to completely remove an expense from your records, see To remove a reimbursable expense transaction.

To change the reimbursement status of an expense