Enhanced Expense Management for Improved Invoicing

We're excited to announce a new feature designed to streamline your expense management and invoicing process.

Tagging Expenses for Reimbursement or Non-Reimbursement

Employees now have the ability to tag expenses to specific projects, making it easier to track expenses related to client work. For expenses eligible for client reimbursement, privileged users can now designate whether an approved expense should be reimbursed or not.

Two ways to tag expenses:

1. At the project level: Here, you can review approved expenses and select whether each expense is reimbursable or non-reimbursable. Reimbursable expenses can be included in invoices.
2. During invoice generation: When creating an invoice, you can review approved expenses and tag any expenses not previously categorized as reimbursable or non-reimbursable.

Benefits of this feature:

• Improved accuracy in invoice generation
• Better tracking of reimbursable expenses
• Enhanced expense management for projects
• Streamlined workflow for both employees and finance teams

Steps to Configure:

Navigate to the Projects tab and choose the project where you have logged the expenses.

Click on "Create Invoice" and choose the option for reimbursement from the client or any other relevant functionality that needs to be updated based on the expense billing period.

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

For further information on how to keep track of project-related expenses.

Please click here: Keeping track of project linked expenses