Streamlining Expense Management for Accurate Invoicing in Keka PSA

Easily tag expenses as reimbursable or non-reimbursable, and streamline the expense approval and reimbursement process

TABLE OF CONTENTS

• Tagging Expenses for Reimbursement or Non-Reimbursement
• Two Ways to Tag Expenses
• Steps to Configure Reimbursable Expenses
  
  

This new expense management feature in Keka simplifies the process of tagging expenses as reimbursable or non-reimbursable, ensuring accurate client billing and reducing errors. By allowing employees to link expenses directly to projects and enabling quick categorization during invoice generation, businesses can streamline workflows and improve financial transparency. With a few simple steps, finance teams can track project costs more effectively and generate detailed invoices with ease. This feature not only saves time but also optimizes the entire expense-to-invoice process.

Tagging Expenses for Reimbursement or Non-Reimbursement

Employees can now tag expenses to specific projects, making it easier to track costs related to client work. Privileged users have the flexibility to designate approved expenses as either reimbursable or non-reimbursable, ensuring accurate invoicing.

Two Ways to Tag Expenses

1. At the Project Level:

   • Review approved expenses.
   • Select whether each expense is reimbursable or non-reimbursable.
   • Reimbursable expenses can be directly included in invoices.

2. During Invoice Generation:

   • While creating an invoice, review all approved expenses.
   • Tag any uncategorized expenses as either reimbursable or non-reimbursable.

Steps to Configure Reimbursable Expenses

Follow these simple steps to configure and utilize this feature:

1. Navigate to the Projects Tab

   • Choose the project where expenses have been logged.
     
     
     
     

1. Tag Expenses During Invoice Creation

   • Click on "Create Invoice".

1. • Select the reimbursement option for client-billable expenses.
   • Update details based on the expense billing period.
     
     
     
     

This feature allows for detailed categorization of expenses, enabling you to generate thorough and accurate invoices seamlessly.

Learn More

For further details on how to manage and track project-related expenses, click here: Keeping Track of Project-Linked Expenses.