Expenses Settings

Configuration > Billing > Expenses

Related Guides:

• Expenses

Field	Type	Description
View/Edit Expense Types	Button	This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within the billing tab of tickets.
Enable Expense Reviews	Checkbox	When enabled, similarly to labour, expense entries can be reviewed before allowing an invoice to be raised for them. This will show as another area of awaiting review in the invoices module. Expenses can be reviewed and when they are they will show in ready for invoicing.

Expense Types#

Field	Type	Description
Sequence	Integer	This determines the order this expense type appears in lists.
Name	Text	Enter the name of the expense type here for reference.
Linked Item	Single Select	Here, choose the item that should represent expenses of this type on invoices. When an invoice is generated for expenses of this type the line description, tax and accounts codes will be taken from this item.
Type	Single Select	Here, choose whether this expense type is used for distance related expenses or not (standard). Distance expense types allow you to  set the rate at which this distance is reimbursed so that when an expense is logged a distance can be entered and the cost is calculated based on this distance and the rate.
Billable by default	Checkbox	(v2.250+) When enabled, when an expense is logged with this type is will be marked as billable by default. Agents can still toggle this off per expense. Billable expenses allow you to generate an invoice for them.