Billable expenses setup

Goal

Configure markup defaults, receipt and approval rules, write-off, categories, and reject reasons.

Who it is for

billable_expenses.admin.

Preconditions

• Module billable_expenses enabled.

Steps

1. Open Projects → Billable expenses setup.
2. Options — set Default markup %, Rebill rule (e.g. apply default markup when omitted vs require explicit markup), Receipt required on capture, Require approval above threshold + Approval threshold amount, and Allow write-off.
3. Categories — maintain active categories and a default used when capture omits category.
4. Reject reasons — catalog reasons for rejected approvals.

Result

Capture, bill, and write-off honor the tenant rules immediately.

Related

• Capture
• Lifecycle
• Modules