Job Reimbursable Expenses window

The Job Reimbursable Expenses window displays information about your reimbursable expenses for a particular job. Using this window, you can determine which expenses have been reimbursed and which ones you still need to enter invoices for.

To track reimbursable expenses for a job, you need to select the Track Reimbursables option and enter a linked customer in the Job Information window.

The Job Reimbursable Expenses window contains two lists:

■	The To Be Reimbursed list displays all reimbursable expenses for the selected job.

■	The Reimbursed/Removed list displays all reimbursed expenses for the selected job.

To view a list, click the appropriate tab.

Field Descriptions

To Be Reimbursed tab

Click this tab to display a list of all reimbursable expenses for the selected hierarchy of jobs.

Reimbursed/Removed tab

Click this tab to display a list of all reimbursed expenses for the selected hierarchy of jobs.

Vendor column

This column displays the vendors from whom you purchased the items or services that are considered reimbursable or reimbursed expenses.

Description column

This column displays the descriptions of the items or services that are considered reimbursable or reimbursed expenses. Click the zoom arrow next to an item or service for more information about the purchase of the item or service.

Date column

This column displays the dates of the transactions through which you incurred the reimbursable or reimbursed expenses.

Job column

This column displays the job numbers to which the reimbursable or reimbursed expenses you’re viewing were allocated.

Cost column

This column displays the amounts of reimbursable or reimbursed expenses.

Select column

Click in this column to select or deselect an expense in the list. If you want to select all the expenses, select the tick box at the top of the column.

For each selected expense, when you click:

■	OK/Remove from list—the expense moves to the other tab (either To Be Reimbursed list or Reimbursed/Removed).

■	Print—a list of the selected expenses is printed.

Customer

This field displays the name of the customer linked to the hierarchy of jobs for which you’re viewing expenses. Click the zoom arrow to view the customer’s card.

Print

Click to print the Job Reimbursable Expenses report for the job currently displayed.

If you're viewing the To Be Reimbursed view of this window, the report will show expenses for which you haven't been reimbursed yet. If you're viewing the Reimbursed/Removed view, the report will show expenses for which you've already been paid.

OK/Remove from List

Click OK to accept the entries you’ve made in this window.

For each selected expense, when you click Remove from list, the selected expenses moves to the other tab (either To Be Reimbursed list or Reimbursed/Removed).

Cancel

Click to remove all entries and close this window.

Tips for this window

Related Topics

■

Jobs

■	Reviewing financial information