Capture a billable expense

Goal

Capture a rebillable cost so it appears in the unbilled queue.

Who it is for

billable_expenses.manage.

Preconditions

• Module billable_expenses enabled.
• Customer party exists.
• Know setup rules: receipt required, markup rule, approval threshold, default category.

Steps

1. Open Billable expenses → Capture expense (or /billable-expenses/new).
2. Choose Customer.
3. Set Source: Manual, Purchase bill, Expense claim, or Payment.
4. Enter Cost, optional Markup % (defaults may apply from setup), and Description.
5. Confirm Capture. Billable amount = cost × (1 + markup%).

Result

An Unbilled expense is created. Approval status may be pending if above the threshold. It is ready to invoice or write off later.

Hard stops

• Receipt required but missing → 422 billable_receipt_required.
• Markup required by rebill rule but omitted → 422 billable_markup_required.
• Unknown category / party / source line → 422.

Related

• Lifecycle
• Setup