Opens the Expense Details screen that shows the expense entry details of a billing record in the Manual Invoice screen. These entries are relieved (status changed to Billed in the database) when an invoice is generated. Expense Details allow you to exclude or edit entries before processing the invoice. You can also mark expense entries as billed to remove them from future processing.
The following are descriptions of fields on the Expense Log Details screen:
Memo:
Displays the memo associated with an expense entry, if any. You can also add a new memo or edit an existing one for the selected expense entry.
Select:
Click this to select an expense entry in the Expense Details grid.
Exclude:
Checked, the expense entry will not be processed with the invoice. This option excludes expense entries for only this billing session and still keeps them in the work-in-progress.
Mark Billed:
Checked, it marks the expense entry as billed, even if they are not processed with an invoice.
Date:
This is the date when the expense entry was recorded.
Project ID:
ID of the project charged with the expense.
Employee ID:
Employee who incurred the expense charged to a project.
Expense ID:
Expense code associated with the entry. This is the expense that is being charged against a project.
Description:
Description of the expense entry. It is determined by the Expense ID, but can be edited here.
Units:
Number of expense units incurred on a project. You can change it here.
Cost:
Per unit cost of the expense code. It can also represent a flat amount for some expenses. You can change it here.
MU:
Markup percentage applied to an expense to increase its billable value. You can change it here.
Tax:
Checked, it indicates the expense entry is taxable.
Charge Amount:
This is the charge amount for the expense. This amount is billed to a client.
Xtra:
Checked, the expense entry is flagged as extra. Extra expenses are those expenses which go beyond the contract amount.
Billable:
This represents the billable status of the expense entry. You can check or uncheck this option to mark it as billable/non-billable.
Approved:
Indicates whether the expense entry is approved for invoicing.
VB:
Indicates that an expense record is related to a vendor bill. Double-clicking it opens the Vendor Bills screen.
Expense Log Details Button screen
Help:
Opens the Web Suite 2014 Help in the Expense Details section.
Mark All Billed:
If you would like to mark all the expense entries as 'Billed', click the Mark All Billed button.
Exclude All:
If you would like to exclude all expense entries displayed on the grid from processing, click the Exclude All button.
Clear All:
Clears all the selected expense entries in the grid.
Close:
Closes the Expense Details screen.
Save:
Saves all the expense entries in the grid.