Jobs

Creating a default reimbursement item, activity or account

When you're trying to add reimbursable expenses to an invoice, you may receive an alert message advising you to create a default reimbursement item, activity or account. This will occur when the reimbursable expense you're trying to add to the invoice doesn't match the layout of the invoice you're using to bill the customer.

Creating a default item, activity or account allows you to add your job reimbursable expenses to any type of sales layout. For example, if the reimbursable expense was entered on service purchase order, but you bill the customer who will be responsible for the reimbursement using an item invoice, you'll create a default item. The default item will allow you to enter the expense -- a service -- on an item invoice.

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