Billable expenses troubleshooting
Goal
Unblock capture, billing, and write-off failures.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
billable_receipt_required | Setup requires receipt | Attach/flag receipt or turn off Receipt required |
billable_markup_required | Rebill rule needs explicit markup | Enter Markup % or change rebill rule |
billable_no_items | Nothing selected | Select unbilled rows first |
billable_not_unbilled | Row already billed/written off | Filter Unbilled only |
billable_customer_mismatch | Mixed customers in selection | Select one customer at a time |
billable_approval_required | Pending/rejected approval | Complete approval workflow |
billable_write_off_disabled | Setup forbids write-off | Enable Allow write-off (billable_expenses.admin) |
| Cannot edit row | No update API | Write off + re-capture, or credit SI if billed |
| Invoice post fails | Sales/period issues | See sales invoice troubleshoot |
| Nav missing | Module off / no permission | Enable billable_expenses; grant manage/admin |