Find billable expenses

Goal

Review the unbilled queue and billed/written-off history.

Who it is for

billable_expenses.manage.

Preconditions

• Module billable_expenses enabled.

Steps

1. Open Projects → Billable expenses.
2. Filter by status (Unbilled, Billed, Written off, or all).
3. Review columns: Customer, Description, Source, Cost, Markup %, Billable amount, Status.
4. Select unbilled rows for Invoice selected, or use row Write off when enabled.
5. Choose Capture expense to add a new unbilled item.

Result

You see what still needs to be rebilled and what is already settled.

The list is a document workspace: queue tabs, search that applies when you choose Apply, and a side preview. Open goes to the full record when that page has one. Settings appears in the page actions when you can view that setup page.

Related

• Capture an expense
• Bill and write off